ETF Chart of the Day: Retreating Retail

Top holdings include some names that do not jump out of us as your typical brick and mortar retailers either, such as Groupon Inc. (GRPN, 1.17%), and Shutterfly Inc. (SFLY, 1.15%) for instance, and other holdings that round out the top five are GME (1.14%), AWAY (1.13%), and FRAN (1.12%). Groupon of course was not a public company say three to five years ago, so it is important to always be cognizant of the changing complexion of what names may be considered part of the “Retail” equity universe.

As earnings season heats up for many of the benchmark names in the retail space (WMT reports 2/20, HD on 2/25, AMZN on 1/28, and CVS on 2/4 for example), there is no reason to believe that the recent uptick in activity in the space will not continue in the near term.

SPDR S&P Retail ETF

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