So far, retail is the comeback kid of this earnings season.
Expectations hit rock bottom for department stores this season, after they reported their worst results since the recession last quarter
If you think the retail earnings comeback will continue, these are your best ways to play it, according to Kensho, a tool used to quantify historical market action.
The SPDR S&P Retail ETF (XRT) has gained 5 percent or more in one month nearly 40 times since 2010. When that happens, these stocks lead the way.