The retail sector is getting slaughtered. I thought I would point out how far off a handful of companies are from their yearly highs.

  • Target (TGT): -28%
  • Home Depot (HD): -27%
  • Lowe's (LOW): -35%
  • Sears Holdings (SHLD): -48%
  • Kohl's (KSS): -42%
  • J.C. Penney (JCP): -50%
  • Macy's (M): -43%
  • Dillard's (DDS): -52%
  • Nordstrom (JWN): -39%
  • Limited (LTD): -39%
  • American Eagle Outfitters (AEO): -39%
  • Ross Stores (ROST): -26%
  • Chico's (CHS): -66%
  • Family Dollar Stores (FDO): -45%
  • Dollar Tree Stores (DLTR): -42%
  • Big Lots (BIG): -54%
  • Staples (SPLS): -16%
  • Office Depot (ODP): -67%
  • PetSmart (PETM): -31%
  • RadioShack (RSH): -49%
  • Circuit City (CC): -78%
  • Bed Bath and Beyond (BBBY): -33%


Of course, then there are those stocks that have largely escaped the bloodbath, either because they are defensive and counter-cyclical, such as WalMart (WMT), Costco (COST), BJ's Wholesale Club (BJ), and TJX Companies (TJX), or because for other reasons, such as Saks (SKS), The Gap (GPS), Abercrombie & Fitch (ANF), Best Buy (BBY), Urban Outfitters (URBN), and GameStop (GME).

I have certainly been hit, but my average retail holding is down around 20-25% from where I bought them, excluding my December purchases (which are close to their original costs).

I feel like a kid in a candy store... to quote Warren Buffet. Unfortunately, it's complicating my Christmas plans for a work-free vacation.

Daniel Carroll

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