Big Lots (BIG)
Croc’s ( CROX )
REASON: Retail - especially those brands less equipped to adopt e-commerce - was hit hard by the pandemic. Not only were people not visiting shopping malls or buying work clothes, but fashion as a whole was reduced to sweatpants and leisure clothes, taking many fashion retailers on a prolonged dip.
With retail, investors should be looking for brands that continue to support trends that started in the pandemic, such as retirement names while people continue to work from home - some permanently - as well as retailers that offer discounted retail experiences or flexible.