More On Retail Sales

Here are some of the individual retail sales reports (vs. consensus):

• ANF: +10.0% (vs. +6.5% consensus)
• AEOS: +19.0% (vs. +12.7%)
• CHS: +2.1% (vs. +1.8%)
• PLCE: +20.0% (vs. +14.5%)
• GES: +11.3% (vs. +3.2%)
• GYMB: +20.0% (vs. +11.2%)
• KSS: +16.3% (vs. +8.8%)
• JWN: +13.4% (vs. +7.2%)
• SBUX: +6.0% (vs. +3.6%)
• TGT: +6.7% (vs. +5.2%)
• TJX: +9.0% (vs. +4.6%)
• ZUMZ: +14.9% (vs. +6.5%)
• CTRN: +8.3% (vs. +13.0%)
• COST: +4.0% (vs. +5.3%)
• HOTT: -7.3% (vs. -4.6%)
• PIR: -11.2% (vs. -8.5%)
• SHRP: -21.0% (vs. -17.8%)
• WAG: +8.5% (vs. +10.3%)
• WMT: +1.3% (vs. +2.5%)

Long CHS