Alliance Data Systems (ADS): Cramer said loyalty cards are a must-have for retailers, and that's been great news for Alliance Data.
Investors should use last week's selloff in PVH shares as a buying opportunity and should stick with Thor Industries even after its run-up, said Hennessy portfolio manager Brian Peery.
These three retailers released a mixed bag of operating results. Which are the best buys now?
Plus other sectors to watch in this rotation.