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Retail back-to-school winners, losers

A few names stand to outperform their peers in the retail space as the back-to-school season approaches, Dana Telsey of Telsey Advisory Group said Thursday.

"I think you're still seeing a lot of markdowns coming at Hot Topic, which just went private," she said. "And Wet Seal, all of a sudden – and Charlotte Russe – is beginning to pick up and picking up because they have faster inventory turns in there. I think Aero continues to be weak."

On CNBC's "Fast Money," Telsey also said that she would be watching Zumiez and Pacific Sunwear, which has added more fashion to its offerings.

Among women's apparel retailers, one company appeared to be a laggard.

"Chico's started the quarter weak," she said. "I don't think it got much better."

Telsey's top picks included LVMH and Kors, with top back-to-school shopping performance expectations from Gap, TJX and Macy's.

Urban Outfitters, too, was strong, she said, citing high single-digit comparable-store sales.

"If anything, I like Urban going into the quarter, and I like it going into the back half of the year," she added.

By CNBC's Bruno J. Navarro. Follow him on Twitter: @Bruno_J_Navarro.

— CNBC's Michael Newberg contributed research to this report. Follow him on Twitter: @MikeNewberg.

Trader disclosure: On Aug. 8, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long MSFT; Guy Adami is long AGU; Guy Adami is long NUE; Guy Adami is long BTU; Guy Adami's wife, Linda Snow, works at Merck; Brian Kelly is long Yen; Brian Kelly is long Euro; Brian Kelly is long British Pound; Brian Kelly is short US Dollar; Dan Nathan is long ZNGA; Dan Nathan is long FB Aug/Oct 38 call spread ; Dan Nathan is long JCP Aug 14 regular call spread ; Dan Nathan is short BBRY Jan 10/12 put spread; Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long C; Karen Finerman is long JPM; Karen Finerman is long TGT; Karen Finerman is long M; Karen Finerman is long JCP; Karen Finerman is long FNP; Karen Finerman is long LYV; Karen Finerman is long IBM; Dan Telsey is long GPS; Dan Telsey is long M; Dan Telsey is long URBN; Dan Telsey is long TJX,

Symbol
Price
 
Change
%Change
HT3
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WTSL
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ARO
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ZUMZ
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PSUN
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CHS
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MIKE KORS HO
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GPS
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TJX
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M
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URBN
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