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This Week: The Retail Tell

By: Nicole Urken | 02/24/14 - 08:48 PM EST

NEW YORK (TheStreet) -As we approach a big retail week, the results out of Zulily (ZU) tell us something important: The shift to online is real and you want to be in names that are levered to this shift.

Among brick and mortar names, there are still a number of stand-outs, including Macys (M)--which reports tomorrow--remains a leader in omnichannel marketing. Housing names like Home Depot (HD) remain well positioned with expectations low. Secular growth innovation names like Under Armour (UA) also remain strong and even VF Corp (VFC) is making its way back.

But there is no question that traffic remains an issue.  And, the truth is, that even if weather is to blame-- don't we want names that aren't going to be so hurt by something we don't have control over?

Zulily, which priced its IPO at $22 back on November 14, 2013 and opened up 71% in its first day hasn't turned back. The large addressable market of 39 million US households with a niche catering to mom's gives the company a lot of runway for growth, where it can success alongside Amazon (AMZN).

Attention has shifted of late in the market to the tech space, with Facebook's (FB) acquisition of Whatsapp, the merger of Triquint (TQNT) and RF Micro Devices (RFMD), the Netflix (NFLX)- Comcast (CMCSA) link-up, and the mobile conference ongoing in Barcelona. But the real focus of this week will be retail - giving us a bit more color on consumer spending and outlook. the only issue is that disappointing results will likely be attributed to a large degree to weather. So will we have to wait until spring to get the real story?

--Written by Nicole Urken in New York.

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