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

|By:, SA News Editor

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.