Winners and losers from the June retail sales report

• Retail sales topped expectations for June with a 7.5% increase from May. The June tally was also up 1.6% from a year ago after gas and auto-related sales were stripped out.
• Categories that performed strong during the month included building material and garden (+17.3% Y/Y), grocery stores (+11.7%), sporting goods stores (+20.6%) and nonstore retailers (+23.5%). Companies that are likely a part of those strong sales include Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Kroger (NYSE:KR), Sprouts Farmers Market (NASDAQ:SFM), Dick's Sporting Goods (NYSE:DKS), Sportsman's Warehouse (NASDAQ:SPWH), Amazon (NASDAQ:AMZN), Wayfair (NYSE:W), Chewy (NYSE:CHWY), Etsy (NASDAQ:ETSY) and eBay (NASDAQ:EBAY). Laggards during the month included electronics stores (-12.7% Y/Y), health & personal care stores (-5.7%), department stores (-10.6%) and furniture/home furnishing stores (-3.5%). Those numbers don't look particularly great for Best Buy (NYSE:BBY), Ulta Beauty (NASDAQ:ULTA), Macy's (NYSE:M), Williams-Sonoma (NYSE:WSM) and Ethan Allen (NYSE:ETH).
• Even with large parts of retail opening back up during the month, the still-sizzling pace of e-commerce sales could be an indication that consumer buying habits have shifted even more dramatically (and more permanently?) away from the malls to the couch.
• As a whole retail excluding Amazon, the SPDR S&P Retail ETF (NYSEARCA:XRT) has been even with the S&P over the last six months, with outperformance over the last month (10% vs. 6%). With Amazon, the VanEck Vectors Retail ETF (NASDAQ:RTH), it's comfortably higher against the broader market during the recovery rally.
• Find top-rated retail stocks.
• Previously: June retail sales beat expectations for a second month (July 16)
• ETFs: XLY, XRT, VCR, FDIS, RTH, EMTY, RETL, IYC, IYK, FXD, WANT, UCC, RCD, SCC, PASS, UGE, SZK, JHMC, FTXD, IBUY, WFH.