Though retailers had a hard time driving store traffic in Q4, a couple of under-the-radar store chains delivered stunning comparable-store sales growth.
Analysts have praised management at both firms. They note Conn's ratcheted up its risk a bit with its in-house financing options, but the boost in store traffic is hard to argue with. Execs at Restoration Hardware are lauded for having shown a deft hand at responding to the topsy-turvy retail atmosphere.
Shares of both companies are up at over a double-digit percentage for the week.