Going to be an interesting year for retail, imo. Like you, I pretty much also dismiss kohls jc penny macys or dillards for my personal shopping.
Some stocks of other chains have done ok this year for me or at least have held up - clothing, shoe mfgers, shoe retailers.
The big thing imo is the rising popularity of buyng on-line from China.
As I've said earlier, I'm the only person I know who buys from Alibaba. They're getting better at targeting me with adds, but have a way to go still. Clothing/shoes I get sometimes are pretty cheap and also pretty good. Sometimes quality or fit not so great. I like turtlenecks for winter; I am buying pretty good quality ones now for about $28. Wide selections of other stuff to buy. Shipping has gotten faster, but as I've said, the postal rates have changed I believe, and are now more expensive.
What seems to have captured people's attention are the other two big Chinese retailers, Shein and Temu, which fiercly compete. I've not purchased anything from them, but so many others now are. The Trump tariffs on Chinese imports may have some effect or not. I don't have a firm understanding of it. There's something about there's some sort of law or treaty that allows people (citizens) to import under $800 worth of goods duty-free. But that does not apply to US companies. The companies can be subject to tariffs.
Anyway, I hold on to my few BABA shares, and I recently increased my tracking position in PDD (Temu) after it announced disappointing earnings/prospects.
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