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

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

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