Another retailer Filandro recommends is Gap . He believes the company is turning around with improved products beginning to spark interest with consumers.
“There has been a big change with this company and that’s starting to flow into the stores today. We think that is a good stock for 2012.”
Filandro said he expects Aeropostale and Urban Outfitters are struggling this holiday season
Susquehanna recently downgraded Urban Outfitters, citing given the spike in inventory levels and their concern that transactions are flat and inventory levels high, which does not bode "well."
As for the recent spike in online retail sales, Filandro says Gap yet again takes the win. “They’re probably approaching $5 billion in online sales. That’s about a 20 percent increase. They’re embracing it and they’re winning.”
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Disclosures: Susquehanna makes a market in the following securities: ANF, AEO, BBW, BKE, CHS, CHRS, GPS, LTD, PLCE, ZUMZ. He does not own shares of ANF, PLCE, and his firm has no investment banking relationship with them.