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As brick-and-mortar retailers flounder amid weak earnings, the "Fast Money" traders found some hidden value in the sector.
It's 'show me' time for the economy, after April's monthly retail sales signaled the consumer is doing pretty well.
Allen Questrom, former JC Penney Chairman and CEO, says the customer "is there," just putting her money elsewhere besides apparel.
J.C. Penney's stock fell Friday after the retailer delivered mixed results for the first quarter.
Nordstrom shares fell more than 10 percent Friday after the company's first-quarter results missed the mark with Wall Street.
Discussing troubling climate in traditional retail and how online shopping is changing the market with Evan Clark, Women's Wear Daily Deputy Managing Editor; Herb Greenberg, Pacific Square Research Partner; and CNBC's Steve Liesman.
Neely Tamminga, Piper Jaffray Managing Director & Senior Research Analyst, discusses consumers and the retail sector after disappointing earnings from big names.
Retail sales' surprise and a look at next week's earnings are giving investors renewed hope that the consumer hasn't completely shut down.
Despite disappointing sales at some major U.S. store chains, government data showed that retail sales posted the biggest jump in a year.
Ed Yruma, Keybanc Capital Markets, discusses his bullish view on Nordstrom as he remains overweight the stock.
The FMHR panel discuss the latest retail wreck as department stores get crushed on weak earnings and how investors should play the space.
J.C. Penney is positioning itself to connect with a new era of shoppers, who many argue are no longer interested in visiting department stores.
J. Rogers Kniffen Worldwide Enterprises CEO Jan Rogers Kniffen and JPMorgan analyst Matthew Boss weigh in on retail's rocky road.
CNBC's Bob Pisani looks ahead at the day's market action including utilities, retail sales and earnings.
Investors may be overlooking a big reason why Apple and other tech companies have reported declines in sales. It's consumer gadget fatigue.
Some of the names on the move ahead of the open.
Kohl's and Nordstrom reported a surprise fall in same-store sales, highlighting as consumers pull back spending on apparel.
CNBC's Courtney Reagan reports Nordstrom missed on the top and bottom line, as yet another retailer gets hit hard this quarter.
The debate on Wall Street has focused on whether the consumer is getting suddenly weaker.
The problem with retail isn't that people aren't spending, it is where the money is being spent, Jim Cramer said.