Retail sales were stronger than expected last month, with an unexpected gain in car sales helping to push them up 0.3 percent.
Charles Grom of JPMorgan and David Turner of BB&T Capital Markets gave CNBC some suggestions about retail plays for investors.
"We would focus on names that are typically trading below historical valuation levels, as well as a bent, but not completely broken, strategy," Turner told CNBC.
"Those names include Pacific Sunwear, and Skechers."
In addition to those big retailers, he also likes Citi Trends, a much smaller-cap company.
"You're not buying them for the quarter, you're not buying them for the comp number; there really are no catalysts," he said. "The valuations have come into a point where they're just too attractive to pass up from a risk-reward standpoint."
Grom takes what he calls a "barbell" approach to retail stocks.