Retail Stocks Are All Over the Place Now. How to Choose Carefully. – Barron’s

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After surging to start the year, retail stocks have gotten messier. It’s time for investors to pay more attention to individual retailers.

Things started out great in 2021, with the SPDR S&P Retail ETF (ticker: XRT) gaining 47% through Labor Day. But the ETF is down about 2% over the past three months, even as both the S&P 500 and Dow Jones Industrial Average have managed small gains over that span.

The…