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Second Half-Top Trades: Retailers To Watch

The "Halftime Report" traders delivered their outlook for retail as the Holiday shopping season kicks off.

Josh Brown: Be careful reading too much into the Holiday spending estimates that we've seen. People are very bad at forecasting how much they'll spend.

Joe Terranova: Consumer habits have changed and it's important that investors understand that. You can see that in a lot of stocks already. Look at names like Under Armour, Nike, Foot Locker.

Pete Najarian: Keep an eye on some of the food makers like Hormel, Tyson Foods.

Jon Najarian: I'm staying a bit more positive. People saved on gas and they're going to spend it this weekend.

Trader disclosure: On November 25, 2015 the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders:

Pete Najarian: Long AAPL, AMAT, BAC, BMY, BP, CSX, DIS,DISCA, DKS, FOXA, GE, KKR, KO, MRK, PEP, PFE, PHM he is long calls A, ABX, BAC,BEE, DOW, EMR, GLW, MOS, MRK, MSFT, PBR, PFE, POT, UA, UAL, XLF, ZIOP He islong puts FCX, MRO, X

Jon Najarian: Long NXPI, PPG, ZSPH he is long calls APA,APL, AVGO, AXLL, BAX, CIEN, CMCSA, DAL, DOW, ECA, EEM, EOG, FLEX, GPRO, HTZ,JAH, JBLU, JCI, KHC, LNG, LUV, MCK, MDLZ, MOS, MSFT, MU, OAS, ORCL, P, PBR,PPG, PXD, QCOM, TSM, YHOO, ZOIP

Joe Terranova: Long VRTS

Josh Brown: Long AAPL, BABA, DE, DNKN, FB, JMBA, LOW, NFLX, SAM, SHAK, SPWR, TWTR, XLE, XON.