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Retail Winners, Losers to Watch: Pro

Shares of Macy's, Urban Outfitters and Gap could have farther to climb as 2013 wears on, Telsey Advisory Group CEO Dana Telsey said Thursday.

"It's all about the second half of the year," she said, noting that first-quarter sales were lackluster. "What the world of retail looks at is: How are same-store sales accelerating?"

On CNBC's "Fast Money," Telsey said that she liked three retail names:

  • Gap: "The product's working," she said.
  • Urban Outfitters was "getting the product right, particularly as they continue to finesse Anthropologie."
  • Macy's was well-positioned to fend off JC Penney from reclaiming its lost market share.

"Look at what they're doing with the millennial strategy, and look at what they're doing with Omni-Channel," she. They're basically going out with guns a-blazin' to be ready for if there is an increased amount of promotions out of JC Penney.

(Read More: Fix for JC Penney's Woes Could Take 'Years': Dana Telsey)

Telsey also sounded positive on Ralph Lauren, despite a slowdown in luxury brand.

"What we are seeing is accessible luxury working," she added.

(Watch Video: Time to Try on Ralph Lauren, Pro Says)

Telsey added that retailers to avoid for now included Bebe, Guess and Kohl's.

(Watch Video: Gap Gets Set to Report Earnings)

Trader disclosure: On May 23, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Stephanie Link is long AAPL; Stephanie Link is long GS; Stephanie Link is long JPM; Stephanie Link is long CSCO; Stephanie Link is long FB; Stephanie Link is long EBAY; Stephanie Link is long WFC; Stephanie Link is long COST; Joe Terranova is long JULY CRUDE OIL FUTURES; Joe Terranova is long MINI S&P FUTURES; Joe Terranova is long VRTS; Joe Terranova is long SJM; Joe Terranova is long AAPL; Joe Terranova is long SPLK; Joe Terranova is long TBT; Joe Terranova is long SWN ; Joe Terranova is long IBM; Pete Najarian is long AAPL; Pete Najarian is long BAC CALLS; Pete Najarian is long C CALLS; Pete Najarian is long GS CALLS; Pete Najarian is long JPM CALLS; Pete Najarian is long WFC CALLS; Pete Najarian is long XLF CALLS; Pete Najarian is long INTC CALLS ; Pete Najarian is long BBRY; Pete Najarian is long SBUX; Pete Najarian is long FB; Pete Najarian is long FB CALLS; Pete Najarian is long MSFT; Pete Najarian is long C; Anthony Scaramucci is long AAPL; Anthony Scaramucci is long BAC; Anthony Scaramucci is long GS; Anthony Scaramucci is long JPM; Anthony Scaramucci is long MS; Anthony Scaramucci is long WMT; Anthony Scaramucci is long GOOG; Doug Kass is long AAPL.

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