Of the specialty retailers, Aeropostale, Buckle, Gap's Old Navy, Victoria's Secret and Bath & Body Works were the standouts while Abercrombie & Fitch, Gap and Gap's Banana Republic underperformed. The two-year stack for specialty apparel as a whole was a dismal -3.4%.
The discount sector continued to be terrific with a +9.4% stack and TJX leading the way.
The department store sector failed to impress and even if you include Kohl's, which I think belongs much more in the discount group alongside Target, department stores had a two-year stack of
As always during the Easter season it will be very important to wait for April results to come in and aggregate them with those for March before being able to make a reasonable assessment of where things might be headed.