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) - Get Macy's Inc Report--which reports tomorrow--remains a leader in omnichannel marketing. Housing names like Home Depot (HD) - Get Home Depot, Inc. (HD) Report remain well positioned with expectations low. Secular growth innovation names like Under Armour (UA) - Get Under Armour, Inc. Class C Report also remain strong and even VF Corp (VFC) - Get V.F. Corporation Report 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) - Get Amazon.com, Inc. Report.
Attention has shifted of late in the market to the tech space, with Facebook's (FB) - Get Facebook, Inc. Class A Report acquisition of Whatsapp, the merger of Triquint (TQNT) and RF Micro Devices (RFMD) , the Netflix (NFLX) - Get Netflix, Inc. (NFLX) Report- Comcast (CMCSA) - Get Comcast Corporation Class A Report 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.
>Contact by Email