These 5 Retailers Should Have Very Happy Holidays

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Handbags for sale in Michael Kors store in Toronto Eaton Center, Ontario, Canada
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Legend has it that there's a list separating the naughty and nice kids this time of year. The same thing can be said about retailers, and only some are expected to be on Santa's good list this year.

Let's go over some of the merchants that analysts predict will see double-digit revenue growth during retail's most important quarter.

Michael Kors (KORS) -- Holiday quarter sales expected to rise 35 percent

The hot name in designer handbags and accessories isn't Coach (COH) anymore. In fact, Coach saw sales and earnings dip slightly in its latest quarter. The luxury brand that folks clamor for these days is Kors.

The average Kors store sold 23 percent more in its latest quarter than it did a year earlier, and that's exactly the kind of momentum that investors like to see heading into the critical holiday shopping season. Between expansion and store-level performance, Kors should be one of the biggest retail winners this quarter.

Five Below (FIVE) -- Holiday quarter sales expected to rise 25 percent

There are plenty of dollar stores out there, but this "cheap chic" hub sets the bar at $5 or less. The extra pricing wiggle room gives it more room to offer clothing, gadgets, and house wares that folks can actually use.

Five Below's appeal stems largely from its fashion-forward focus. It's the "dollar" store that teens and young adults don't mind shopping at, and with just 276 stores out there Five Below still has plenty of expansion room to tackle.

Conn's (CONN) -- Holiday quarter sales expected to rise 37 percent

Consumer electronics isn't the growth industry that we many imagined it would be in this era of smartphones and tablets. Market leader Best Buy (BBY) isn't expected to grow holiday sales at all this quarter. Folks buying smartphones, tablets, and new video game consoles were the same ones buying pricier TVs and laptops in prior years.

Conn's is different. Consumer electronics is just one of the many things that it's known for since it's a big player in home appliances, furniture, and mattresses. These are all important areas that are booming during the real estate market recovery as folks doll up their new homes.

Amazon.com (AMZN) -- Holiday quarter sales expected to rise 22 percent

It may not seem fair to include a retailer that doesn't have any physical stores, but it's hard to deny Amazon's growing reach with every passing holiday season. Analysts see Amazon.com's sales topping $26 billion this quarter, 22 percent ahead of where it was a year earlier.

Amazon has been able to make its own luck. Its well-received push into proprietary hardware has given consumers cheap access to e-readers and tablets through its growing line of Kindle and Kindle Fire products.

lululemon athletica (LULU) -- Holiday quarter sales expected to rise 18 percent

Selling designer yoga wear became a challenge for lululemon earlier this year after an embarrassing recall. The fast-growing upscale retailer had to bring back its black Luon yoga pants after customers complained that they were too sheer. In other words, they became almost see-through during certain stretching exercises.

A corporate shakeup later, lululemon is hoping to get back on track.

The market for affluent soccer moms and well-to-do millennials who can afford to spend $100 for a pair of workout pants may seem limited, but the Canadian-based seller continues to post positive same-store sales as it expands its reach.

It's true that lululemon isn't growing as quickly as it was before, but it's still growing a lot faster than the retail market in general.

Motley Fool contributor Rick Munarriz has no position in any stocks mentioned. The Motley Fool recommends Amazon.com, Coach, and Lululemon Athletica. The Motley Fool owns shares of Amazon.com and Coach. Try any of our newsletter services free for 30 days.

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14 Comments

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sae1952

try writing a check at the store these days..looks could kill. And now credit cards will be passe too? what\'s thisworld coming to?

November 28 2013 at 9:38 PM Report abuse +2 rate up rate down Reply
pdbliz

I WILL GET NEGITIVE FEEDBACK FOR THIS POST......FROM DEMOCRATES.........

HAPPY THANKSGIVING AND MAY GOD BLESS AMERICA.!!!!!

November 28 2013 at 6:31 PM Report abuse +1 rate up rate down Reply
Iselin007

Your not going to clean up the poverty in the US until you invest in America.

November 28 2013 at 5:01 PM Report abuse +3 rate up rate down Reply
1 reply to Iselin007's comment
pdbliz

I seen on tv,,,soup kitchens giving out food.... But,,I seen the same people this year as last.!!!!
What did they eat the rest of the year.?????
And,,,I most likely will see them again next year.....
Democrates teach you to stay on welfare and do nothing but,,,,VOTE DEMOCRATE.!!!!!
IF YOU DO NOT WORK, BUT,,,ABLE TO WORK,,,,,,,I CARE LESS IF YOU STARVE,,,,,,,,

November 28 2013 at 6:34 PM Report abuse +1 rate up rate down Reply
Iselin007

It's going to get expensive trying to build tech devices for a growing number of Americans in poverty who can't even support themselves.

November 28 2013 at 4:57 PM Report abuse +3 rate up rate down Reply
Iselin007

Americans are being warehoused in part time low wage jobs when they could of trained for the new tech jobs. How many of the foreign visas workers displacing Americans risked their lives in Iraq and Afghanistan? Why don't they displace them on the battelfield?

November 28 2013 at 4:53 PM Report abuse rate up rate down Reply
Iselin007

Explain to me how low wage jobs that out number good jobs are going to cause a recovery in the Main St economy vs the Markets? You can't because this ship is going down.

November 28 2013 at 4:43 PM Report abuse +2 rate up rate down Reply
Iselin007

Every year toward the end they mark down the older stuff to make room for the up to date versions of TV's ect. Folks your getting expired and out of date lemons.

November 28 2013 at 4:35 PM Report abuse +2 rate up rate down Reply
pdbliz

IF STORES WERE COLSED TODAY,,,,WHERE WOULD THE SNAP,,,EBT CARD HOLDERS SHOP TODAY.???
AND,,,,WHO WOULD BUY THERE CARDS.??? 75% OF THESE CARD HOLDERS SELL OR TRADE THERE CARDS FOR OTHER ITEMS.!!!!

November 28 2013 at 7:27 AM Report abuse -1 rate up rate down Reply
1 reply to pdbliz's comment
Alison McElroy

Trained parrot! 75%? You ignorant ass.

November 28 2013 at 12:52 PM Report abuse +2 rate up rate down Reply
pdbliz

I seen there were 5 large retail stores closed today.....Most all stores are open ,,as they should be.!!!!
IF YOU DO NOT BELEIVE STORES SHOULD BE OPEN,,,,,,DO NOT SHOP TODAY.!!!! SIMPLE AS THAT.!!!!!
Untill OBAMA has a order to close all sunday sales,,,,,and,,,he may pass that law,,,you better shop.!!!!
Obama and pope francis are about the same..

November 28 2013 at 7:25 AM Report abuse -3 rate up rate down Reply
pdbliz

People,,,Obama does not want job growth........If OBAMA tells you today will be sunny and hot,,,,,take a raincoat.!!!!!!
The Obama Care web site down,,,,,it right on schedule what the white house wants..
Obama is a very smart person as is his team,,,,,they are always one step ahead of you....
Do not under estimate OBAMA.......He is destroying AMERICA from within......
One law at a time.!!!!!
Now,,I did not say,,,Rebublicans were muct better...
But,,,if Republicans do not get them some,,,BALLS,,,,,they will be out of the game.!!!

November 28 2013 at 7:23 AM Report abuse -4 rate up rate down Reply