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|Includes: ANF, ARO, BJ, COST, DDS, GPS, JCP, LB, M, NMG, VanEck Vectors Retail ETF (RTH), SKS, TGT, TJX
Comps are getting easier to beat but the reality remains very challenging. November SSS are generally quite weak considering what they were up against. TJX is a standout, however, continuing its momentum since last spring.

Saks, Abercrombie & Fitch, Dillard, JC Penny and Macy’s have serious sales problems. ANF is particularly noteworthy: in two years, its November sales cratered by nearly 50%!!!!! By comparison, Aeropostale’s SSS are up 1.6% while Gap’s and The Limited’s SSS are down 10% during the same period.

Check out the charts on SSS by major chain and trends in monthly sales at

Disclosure: no positions