- LVMH (LVMHF), Neiman Marcus, Macy's (M +0.7%), Tiffany (TIF +0.5%), and other luxury names will do well this holiday season, predicts retail analyst Kristin Bentz.
- She also likes the dollar store group (DLTR, FDO, DG, FIVE) to hold up well as consumers make the extra effort to bargain shop.
- The giant chasm in the middle is where the retail pain will be felt.
- An outlier: Wearable technology will be an on-trend holiday season item, forecasts Bentz. Early adopter Nike (NKE) could have a big Q4.
Retail sector picks: Luxury sellers, dollar store group, and Nike
Dec 9 2013, 14:31 ET