Retail stocks like Coach (COH) , Advanced Auto Parts (AAP - Get Report) and Dick's Sporting Goods (DKS - Get Report) were hit Tuesday, but the underlying trends are positive for only a few retail names amid competition from Amazon (AMZN - Get Report) .

Those are Home Depot (HD - Get Report) , Lowe's Companies (LOW - Get Report) and even Bed Bath and Beyond (BBBY - Get Report) , which are set to benefit form growing home ownership, according to John Eade, president of Argus Research.

More From TheStreet: