Picking out winners in a soft retail sales report

Despite a sluggish reading on retail sales in the U.S. for January, a couple of categories showed some strength.

Building materials and garden equipment sales rose 3.7% Y/Y and 1.4% M/M in what could be a good trend for Home Depot (HD) and Lowe's (LOW).

Grocery stores (KR, SVU, SWY, DEG, IMKTA) outperformed as well, up 4% Y/Y and 0.4% M/M.

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Comments (1)
  • mikey2006
    , contributor
    Comments (124) | Send Message
    With increased competition from trader joes, natural grocers by vitamin cottage, sprouts and increase focus on organic food at kroger, it is only a matter of time before Whole Foods rapidly loses market share. Some of these retailers, such as Natural Grocers and Sprouts have much stricter food standards too.
    13 Feb 2014, 10:39 AM Reply Like
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