Retailer Roundup: Your Cheat Sheet to the Winning and Losing Stocks

Retail sales data is back in the spotlight. We’ve got a nearly 180 degree turn from last month as retailers beat Wall Street expectations in January.

Here’s your Cheat Sheet to the current winning and losing stocks:

Limited Brands Inc. (NYSE:LTD): Winner (last month: winner)

Limited Brands Inc. (NYSE:LTD) blew Wall Street expectations out of the water with a 24% increase in same-store sales and revenues ($772.6 million). Looks like Victoria’s Secret is doing awesome.

Zumiez Inc. (NASDAQ:ZUMZ): Winner (last month: loser)

Board sport retailer Zumiez (NASDAQ:ZUMZ) is also getting Wall Street hot. Shares are up ~5% as same-store sales came in a whopping 15.3% higher than last month.

Nordstrom (NYSE:JWN): Winner

Higher-end department store Nordstrom had a more sober 4.8% rise in same-store sales … but that’s still higher than analyst expectations. The company improved revenues 12% to $607 million and investors cheered the stock higher ~4%.

Wet Seal Inc. (NASDAQ:WTSLA): Winner (last month: loser)

Shares of teen retailer Wet Seal Inc. (NASDAQ:WTSLA) are popping over 4% as eCommerce sales jumped 34% last quarter. Couple that with a 6.2% rise in same-store sales and you’ve got some happy teeny-boppers.

Costco (NASDAQ:COST): Winner (last month: neutral)

Warehouse retailer Costco (NASDAQ:COST) turned last month’s neutral into a win. Sales rose 6% as shoppers got back into bulk-buying mode after the holidays. Shares are up over 4%.

Target (NYSE:TGT): Winner (last month: loser)

Big box retailer Target (NYSE:TGT) did worse than expected in December, but January brightened up with shoppers gobbling up more groceries. Same-Store sales were 1.7% and the stock is up ~0.5%.

Abercrombie & Fitch Co. (NYSE:ANF): Loser (last month: winner)

Teen retailer Abercrombie & Fitch Co. (NYSE:ANF) was one of the biggest winners this holiday season. But what do kids do after all their money and favors are depleted? They stop spending. Same-store sales at Abercrombie were down 4% but shares are only down less than 1% because the stock had been declining in recent days.

J.C. Penney (NYSE:JCP): Loser

J.C. Penney (NYSE:JCP) had a tough time after Santa left town. Same-store sales fell 1.2% and revenues dropped 3.9% to $903 million. Although all the losers blamed the weather, Limited Brands proved the excuse futile. Shares of J.C. Penney are down ~1%.

Saks (NYSE:SKS): Loser

High-end department store Saks (NYSE:SKS) did what it does best: stumble. The company announced a rise in same-store sales to 4.4%, but that was below Wall Street’s expectation for 5.3% growth. We continue to see Saks as a horribly managed company, so beware chasing this stock. Investors agree today and are sending shares down ~4%.

Gap Inc. (NYSE:GPS): Loser (last month: loser)

Clothing retailer Gap Inc. (NYSE:GPS) found a way to sell more generic cloths in January. Same-store sales rose 1% and the stock popped ~4% after getting smashed yesterday.

Macy’s (NYSE:M): Loser (last month: loser)

Department store Macy’s (NYSE:M) gave investors another reason to sell like last month. Same-store sales rose 2.6%, but that’s about in-line with expectations. Sorry shareholders.

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