Q2 STOCKS TO BUY

Retail Sector Roundup: Carvana Stock Breaks Out

Amazon.com, Abercrombie & Fitch, and Carvana are all outperforming

Deputy Editor
Jun 9, 2023 at 10:52 AM
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The SPDR S&P Retail ETF (XRT) is on a hot streak, heading for its fourth-straight win and second consecutive weekly win. The retail exchange traded fund (ETF) is up 10.6% already this month, and holding onto a 3.6% year-to-date lead. How are the funds top holdings doing?

Amazon.com Sports Affordable Premium

Amazon.com, Inc. (NASDAQ:AMZN) was last seen 0.8% higher at $125.18. The FAANG stock is on track to log its eighth weekly win in 10, guided higher by its 10-day moving average, and boasts a solid 49.4% year-to-date lead.

Now looks like a good time to weigh in on AMZN with options, too, per its Schaeffer's Volatility Index (SVI) of 32%, which ranks in the low 10th percentile of its 12-month range. This means options traders are pricing in low volatility expectations at the moment. 

Meme Stock Ripe for Short Squeeze

A retail trader favorite, Carvana Co (NYSE:CVNA) has come back from the dead. The auto retailer's upbeat second-quarter outlook yesterday helped the stock clock a 56% single-session gain, its best ever on record Year-to-date, CVNA is up 411.1%, a far cry from a Dec. 7 record low of $3.55.

Short interest is an area to keep an eye on. Carvana stock's 48.25 million shares sold short account for nearly 51% of its total available float. 

Plenty Pessimism for Outperforming Apparel Retailer 

Abercrombie & Fitch Co (NYSE:ANF) is marginally lower this morning but still pacing for its third-straight weekly win. The shares boast significant double-digit gains over the last 12 month and in 2023, and earlier touched a roughly 14-month high of $35.38.

Despite the outperformance, options traders and analysts lean bearish. At the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), the security sports a 10-day put/call volume ratio of 2.92 that sits higher than 71% of readings from the past 12 months. What's more, six of eight covering brokerages rate ANF a "hold" or worse. 

 
 

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