Short sellers who bet against retail this year seem to have made a big mistake. Over the past few months, almost all of these stocks have soared higher after an unexpectedly strong fourth quarter of 2009 and continuing sales strength in 2010. Things are so good, in fact, that Cramer’s seeing mini-bull markets in practically every niche, from apparel and footwear to consumer electronics and high-end handbags.
This trend deserves your attention. And whether it’s through the return of the M&A market, a newly confident consumer or a visionary CEO, there are plenty of ways to play it. Of course, Cramer has his favorites, which we’ve pulled together into this slide show. Read on for his top 12 resurgent retail stocks.