Retail stocks have taken a beating in recent years, but they now look positioned for a rebound.
Analysts suggest that brands must develop direct relationships with Amazon to stay competitive.
Fund managers' most overweight positions are now in the sector that includes hotels, restaurants and retailers.
Despite growth in e-commerce, traditional retailers are still kicking, creating bargain opportunities for value-investors.
Walmart is the ultimate mom-and-pop success story, but how can the largest retailer in the world continue growing in the current environment?
Bulls expect the retailer's momentum to continue, driven by digital sales and other factors
Analysts expect Amazon to expand its physical locations and to buy an athleisure maker.
American supermarket chains, an automotive parts maker, a home goods retailer and a discount department store chain were highlighted as potential targets.
Analysts expect KSS's more realistic outlook, cost cutting and momentum to lift shares.
Kohl's has a cheap P/E ratio, a solid dividend yield and is a hub for Amazon returns in some large markets.