Description: Large-cap retail stocks are outperforming the broader stock market this year, as falling unemployment means more Americans are willing to spend money. But investors seem to be ignoring a decline in earnings estimates, as management at several top companies have given conservative guidance.

Source: MoneyWatch.com

Date: March 10, 2015

Link: http://www.marketwatch.com/story/why-investors-should-worry-about-this-bad-sign-for-retailers-2015-03-10?dist=afterbell

Questions for Discussions:

• What is the basis for concern according to the report?
• Do you agree with this assessment?