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Don’t be fooled by retail’s market resurgence — one Wall Street firm explains why the worst is yet to come for brick-and-mortar stocks

April 24, 2018

2018 has been kind to retail stocks — at least for the most part.

Sure, companies like Sears are still figuring out out how to grapple with increasingly difficult industry conditions. But even then, those restructuring efforts have proven to be positive for the sector’s equity prices on the whole.

The year-to-date results are undeniable. Since the start of 2018, retail companies in the S&P 500 have climbed 13%. That’s crushed the benchmark, which slipped into negative territory for the year on Monday.

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