Seeking Alpha

Retail sector picks: Luxury sellers, dollar store group, and Nike

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.

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Comments (3)
  • rickraff
    , contributor
    Comments (318) | Send Message
    TIF and KORS are my top two picks in this category. The Michael Kors stores are slammed every time I go to the mall....
    9 Dec 2013, 03:22 PM Reply Like
  • Coalfan
    , contributor
    Comments (70) | Send Message
    Wow incredible predictions. Who would have thunk it
    9 Dec 2013, 05:21 PM Reply Like
  • sunahmie
    , contributor
    Comments (12) | Send Message
    Lines are coming out the door at our new Dollar Store.
    Unique new product, frozen foods quality items.....
    9 Dec 2013, 08:13 PM Reply Like
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