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Retail ‘Something Spectacular’: Najarian

Better-than-expected retail sales data might be providing a signal for what comes next, OptionMonster's Jon Najarian said Wednesday.

Retail sales increased 1.1 percent in February, according to the U.S. Commerce Department. Economists in a Reuters poll expected an increase of 0.5 percent.

On CNBC's "Fast Money," Najarian called the numbers "something spectacular."

(Read More: Consumers Still Strong, Just Keep on Spending)

"And we were supposed to be hit by gasoline prices going up, payroll tax – they put it back on – as well as government cuts, and instead, we get numbers that twice as good as anybody expected," he said.

"I thought they were extremely telling about where we're likely to go next."

OptionMonster co-founder Pete Najarian said that he liked retailer TJX over Ross Stores, as well as a stock such as Whirlpool, which provides exposure to the housing comeback and consumer spending.

"So the consumer's doing better because housing prices are up 8.3 percent, according to CoreLogic," TheStreet CIO Stephanie Link said. "Jobs, also, are getting better."

Link also said that she liked TJX because "they kind of do well in any environment," adding that the company had recently posted double-digit revenues and earnings growth while the stock was flat since summer.

Nordstrom and The Tile Shop were two other stocks she liked.

Trader disclosure: On March 13, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Jon Najarian is long JPM CALLS; Jon Najarian is long TJX CALLS; Jon Najarian is long FIG CALLS; Jon Najarian is long BX CALLS; Jon Najarian is long KKR CALLS; Jon Najarian is long GT; Jon Najarian is long SLV CALLS; Pete Najarian is long AAPL CALLS; Pete Najarian is long C CALLS; Pete Najarian is long JPM CALLS; Pete Najarian is long XLF CALLS; Pete Najarian is long CSCO CALLS; Pete Najarian is long YHOO; Pete Najarian is long BBRY; Pete Najarian is long SBUX; Pete Najarian is long FB; Pete Najarian is long MSFT; Pete Najarian is long WHR CALLS; Pete Najarian is long AMZN CALLS; Pete Najarian is long BX; Josh Brown is long AAPL; Josh Brown is long GDX; Josh Brown is long GLD; Josh Brown is long XLU; Josh Brown is long TGT; Josh Brown is long KORS; Josh Brown is long LOW; Josh Brown is long IEO; Stephanie Link is long AAPL; Stephanie Link is long GS; Stephanie Link is long CSCO; Stephanie Link is long SBUX; Stephanie Link is long FB; Stephanie Link is long TJX; Stephanie Link is long TTS.

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