Topics covered: Strong Secular Growth in E-Commerce, Competition From Big-Box Retailers, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), PetSmart, Inc (NASDAQ:PETM), Macy's Inc (NYSE:M), Lowe's Companies, Inc. (NYSE:LOW), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Overstock.com, Inc. (NASDAQ:OSTK)
