BOSTON (TheStreet) -- February retail sales rose 0.9%, excluding cars and gas, the fourth gain in five months. A niche that's outperforming is denim, once the working man's material that now fetches up to $200 in young people's jeans. Here are three stocks to consider.

3. Joe's Jeans ( JOEZ) sells high-end women's denim through third parties, its Web site and company-owned boutiques and outlet stores. Pairs typically fetch between $100 and $200. Black Friday same-store sales surged 169% in 2009.

Quarter: Fourth-quarter profit multiplied 18 times to $20 million, or 33 cents a share, as revenue grew 42% to $25 million. The operating margin widened from 7% to 12%. Joe's balance sheet holds $13 million of cash and $3.1 million of debt.

Stock: Joe's Jeans has soared 830% in the past year, outperforming U.S. indices. The stock trades at a price-to-projected-earnings ratio of 25, a 29% premium to its peer-group average. The shares are cheap based on book value and sales.

Consensus: Just one sell-side firm, Roth Capital Partners, covers Joe's Jeans, rating its stock "buy." The shares have already surpassed the firm's $2.25 price target, implying limited upside. Still, the stock jumped 16% in the past four weeks.

2. Los Angeles-based True Religion Apparel ( TRLG) designs and sells "high-fashion jeans and apparel" through its subsidiary Guru Denim. A pair costs between $150 and $400. Fourth-quarter sales beat analysts' estimates by a 9.8% margin.

Quarter: Fourth-quarter profit increased 15% to $15 million, or 59 cents, as revenue gained 27% to $93 million. True Religion's operating margin declined from 27% to 26%. Its balance sheet contains $110 million of cash and no debt.

Stock: True Religion Apparel has soared 148% during the past 12 months, beating major benchmarks. The stock sells for a price-to-projected-earnings ratio of 12, a 35% discount to the industry average. The shares are cheap based on cash flow.

Consensus: Of the analysts covering True Religion Apparel, six, or 86%, advocate purchasing its shares and one suggests holding them. Brean Murray Carret expects the stock to hit $35, implying 20% of upside. Needham & Co. is also bullish.

1. The Buckle ( BKE) sells mid-priced jeans through company-owned stores. It conducts purchasing, marketing and distribution from its headquarters in Kearney, Neb. February same-store sales jumped 5.1%, more than three times the consensus estimate.

Quarter: Fourth-quarter profit advanced 23% to $42 million, or 90 cents, as revenue gained 9.2% to $274 million. The Buckle's operating margin expanded from 22% to 25%. Its balance sheet stores $158 million of cash and no debt.

Stock: The Buckle has appreciated 20% in the past year, lagging behind U.S. indices. The stock trades at a price-to-projected-earnings ratio of 12, a 32% discount to the industry average. Shares are expensive based on book value and sales.

Consensus: Of researchers covering The Buckle, six rate its stock "buy," seven rate it "hold" and four rank it "sell." Sidoti & Co. projects the stock will climb 31% to $47. Small-cap money manager Royce & Associates controls 15% of the float.

See Stockpickr's Denim Portfolio

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