- The NRF has a fairly optimistic forecast out for holiday sales, but separating the winners from the losers in retail could come down to online execution.
- ShopperTrak sees foot traffic falling in both November and December with malls in the U.S. getting hit the hardest.
- Potential online winners: Macy's (M), Urban Outfitters (URBN), Gap (GPS), Under Armour (UA), Zale (ZLC).
- Mall laggards: Sears Holdings (SHLD), J.C. Penney (JCP), Dillards (DDS), Kohl's (KSS).
at CNBC.com (Nov 18, 2014)