This article originally appeared on RealMoney.com on Sept. 2, 2014 at 5:00 p.m. To read more content like this AND see inside Jim Cramer's multi-million dollar portfolio for FREE... Click Here NOW.
One of the concepts I wrote about earlier this year that proved to be somewhat controversial among Real Money subscribers concerned the difference in performance and potential for male- vs. female-oriented retailers.
I last discussed the issue in May and that column has references to earlier columns in which I laid out the basics of the argument for the differentiation.
In this column I'll consider the performance of the stocks I've used this year as benchmarks for this discussion.
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Here's the three-month performance.
Men's Stocks: Anheuser-Busch InBev (BUD) up 2%, Boston Beer (SAM) up 1.2%,AutoZone (AZO) up 1.4%, Home Depot (HD up 16%, Harley-Davidson (HOG) down 10%, Snap-on (SNA) up 6% and Sturm Ruger (RGR) down 15%.
Women's Stocks: Lululemon Athletica (LULU) down 8%, Coach (COH) down 9%,Macy's (M) up 4%, Nordstrom (JWN) up 1.5%, Williams-Sonoma (WSM) down 2%,Bed Bath & Beyond (BBBY) up 5% and Starbucks (SBUX) up 5%.