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.
Analysts say the NYC-based jeweler's pricing, 'newness' and client engagement will drive growth.
Shares of the NYC-based jeweler got a boost on bullish notes from William Blair and Wells Fargo.