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Big Box poised to beat Cyber Retailers

|Includes:AMZN, EBAY, Macy's Inc. (M), WSM

The holiday season has been a booming success so far and we still have 23 days until Christmas. Why is that? Well, retailers need to clear their bulging inventories. The natural response of retailers to break through those backlogs has been through offering larger discounts at a much earlier time in the year.  Based on all the advertising and the spam in my email account, the holiday shopping season started back in the first week of November, not on Black Friday. It is still early for November retail figures to come out, but based on early sales estimates, things are looking up for Retail Sales. If you long this lever and are expecting a Santa rally, here's some plays that should do well:

Macys and Williams-Sonoma beat Amazon and Ebay -

Cyber Monday was a bigger hit than we all expected, and the online giants had all the eyeballs. I'd look for Amazon and Ebay to reap the benefits, but as the charts show, big box retailers like Macy’s and Williams-Sonoma will outpace even the Cyber retailers.

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Stocks: M, WSM, AMZN, EBAY