Deurbanization trade: Expect more talk from analysts next week about which sectors and stocks could benefit if the mega-trend of people and businesses moving out of downtowns of major cities becomes a reality. Jefferies got the ball rolling last week by singling out Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Best Buy (NYSE:BBY), Floor & Decor (NYSE:FND), At Home (NYSE:HOME), Williams-Sonoma (NYSE:WSM) and Wayfair (NYSE:W) as retailers that could gain from an uptick in suburban living and more spending on houses than metropolitan apartments.
One of the bigger pure plays is Tractor Supply (NASDAQ:TSCO), which has racked up a 64% gain over the last 90 days.
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