Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, International Retail Platforms, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Dick's Sporting Goods Inc (NYSE:DKS), U.S. Auto Parts Network, Inc. (NASDAQ:PRTS), Dover Saddlery, Inc. (NASDAQ:DOVR), Walmart Inc. (NYSE:WMT), Staples, Inc. (NASDAQ:SPLS), PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Apple Inc. (NASDAQ:AAPL), Target Corporation (NYSE:TGT), Safeway Inc. (NYSE:SWY), SuperValu Inc. (NYSE:SVU), Saks Incorporated, Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Kroger Company (The) (NYSE:KR), Nordstrom, Inc. (NYSE:JWN), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), Williams-Sonoma, Inc. (NYSE:WSM), Luxottica Group, S.p.A. (NYSE:LUX), Bed Bath & Beyond Inc. (NASDAQ:BBBY), RadioShack Corp., Pier 1 Imports, Inc. (NYSE:PIR)
