Take Your Position: Retail Earnings

On Tuesday the Retail Index hit a new 52-week high, up 44% on the year, and with major retail names set to announce earnings this week, the sector will be a major focus of the market.

The retail earnings calendar goes as follows:

Wednesday 11/11:
Macy's

Thursday 11/12:
Kohls
Wal-Mart
Urban Outfitters
Nordstrom

Friday 11/13:
Abercrombie & Fitch
JC Penney

Monday 11/16:
Lowe's

Tuesday 11/17:
Home Depot
Target
TJX

Of the stocks that will be reporting earnings, retail analyst Liz Dunn of Thomas Weisel Partners gives her opinion on the stocks she covers in the sector. She thinks out of the names reporting over the next 5 trading sessions, Macy's will beat expectations based upon strong gross margins and better than expected sales. She also likes Nordstroms, which far exceeded original sales guidance.


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RICHARD BERNSTEIN

LIZ DUNN

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MARK MAHANEY

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