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Retail stocks beat broader market averages this year because of the ability of key companies to...

Retail stocks beat broader market averages this year because of the ability of key companies to "right-size" their inventory and continue to stoke more growth out of emerging markets, according to the debate (video) raging on Bloomberg TV. The trend at the moment is that the increased promotional activity at retailers such as Five Below (FIVE) and Gap (GPS) hasn't scared off investors, while J.C. Penney's (JCP) dalliance with moving away from coupons harpooned sales and its share price.
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