Bespoke Investment Group has just launched its Amazon Survivors Index.
Tiffany and Signet Jewelers are trading higher after strong results and could add to gains in coming weeks.
Stocks with large international sales such as Boeing, Tiffany and Wynn Resorts may outperform.
Generic Robotic Hand: Amazon.com has 45,000 robots filling orders, while Wal-Mart is racing to catch up
Amazon is aggressively expanding, but several retailers have no cause for alarm, according to Cowen.
But don't expect the double-digit levels achieved earlier this decade, says the ratings firm.
Signet Jewelers is the latest luxury jewelry retailer to reveal disappointing first-quarter results
Highlights from the fund's 13-F reveals new positions in Dow Chemical, Hewlett Packard, Whole Foods, and more.
Tiffany's and Signet Jewelers first quarter earnings reports this week could confirm slowing sales due to the e-commerce juggernaut.
Analysts at GS upgrade Tiffany's based on a 'firming' of America's high-end shoppers.