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This holiday season may be shaping up to be one of the worst in more than 20 years, but CNBC guests see bright spots in the retail sector.
"It’s far and few between, but I think you have a couple of examples," said Brian Tunick, specialty retail analyst at JPMorgan. "I think one, which we’ve called out the last couple of quarters, has been Buckle [BKE
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], a Midwest teen retailer that’s really doing very well. Aeropostale [ARO
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] is another value teen retailer that’s doing well, and then Ulta [ULTA
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], which is an off-the-mall beauty and cosmetics retailer that’s growing their footage over 20 percent."
Tunick also likes Ross Stores [ROST
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] and Wet Seal [WTSLA
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].
Neil Currie, of UBS, says consumers are seeking out discount retailers for value. He has a buy rating on CVS [CVS
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] and Kroger [KR
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].
"Kroger has developed a business model that enables it to have lower prices than most of its competitors and drive sales in a much faster rate. I think it’s in a productivity loop that it can continue for years to come - grow its earnings in the longer term in double digits and it's only (trading) on 12-times earnings."
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- AIG Shares Plunge After Insurer Receives More Cash
- IBM's Forecast Is Positive Sign for Tech Sector
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