Last week was all about the big department stores – Macy’s (M), Kohl’s (KSS) and Nordstrom’s (JWN) – and their sales failures.  This week is all about a number of retailers who have been doing quite well up until now and who will release earnings reports this week and next.

Let’s start with the discounters, TJ Maxx (TJX) and Ross Stores (ROST), who we will hear from later this week.  In February, TJX reported 5% comparable store sales for the year ended Jan 30, 2016 and forecast a 1-2% increase for the coming year.  The stock is near all time highs.  They will report 1st quarter results Tuesday morning.

The story at Ross Stores (ROST) is similar.  Comparable stores were up 4% for the year ended Jan 30, 2016 and they forecast a 1-2% increase for this fiscal year.  The stock is near all time highs.  ROSS will report 1st quarter results Thursday after the close.

Second, let’s consider the home improvement retailers, Home Depot (HD) and Lowe’s (LOW).  HD reported 5.6% comparable store sales growth for the year ended Jan 31, 2016 and forecast 3.7%-4.5% for the current year.  HD stock is trading near all time highs.  They will report 1st quarter earnings Tuesday morning.

Lowe’s (LOW) reported a 4.8% increase in comparable stores for the year ended Jan 29, 2016 and forecast a 4% increase for the current year.  LOW stock is trading near all time highs.  They will report earnings on Wednesday morning.

Beauty retailer Ulta Cosmetics (ULTA) is on fire.  Comparable store sales increased 11.8% for the fiscal year ending Jan 30, 2016 and ULTA forecast an 8-10% increase for this fiscal year.  The stock is near all time highs.  They will report 1st quarter earnings next Thursday (5/26) after the market close.

Finally, Amazon (AMZN) continues to take share from brick and mortar retailers.  For the quarter ended Mar 31, 2016, AMZN reported a 28% increase in revenue.  The stock is at all time highs.