Inventory problems look to drag down share prices for a couple of high-end retailers, Brad Lamensdorf of the Ranger Equity Bear ETF said Monday on CNBC.
"We feel like all of them have inventory problems," he said. "All of them are going to have margin compression over the next several quarters."
Lamensdorf called out Fossil for some challenges ahead.
(Read More: Let Dust Settle Before Buying Retailers: Pro)
"They got slammed down to about $78 on the quarter," he noted. "They've bounced back to about $86. You've got a CFO out this spring, and the founder left in 2010."
Green Mountain Coffee appeared to have another step lower ahead, Lamensdorf said, comparing it to a tech name on his shorted list.
"A good CEO helps, but in a name like Hewlett-Packard, Meg Whitman can't help a dying situation, and I think this is a similar situation," he said.
Trader disclosure: On Nov. 26, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Stephanie Link is long GE and AAPL; Joe Terranova is long VRTS, TJX, AAPL, SWN, VZ AND XOM; Josh Brown is long AAPL, WFC, GDX, GLD, XLU, TLT, XLF, WMT, TGT, GOOG, HD, LOW; Brad Lamensdorf: Ranger Equity Bear is short GT, COH, GMCR, TIF, BHI; Citigroup makes a market in shares of AAPL.
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