These Retailers Wring Profits From Every Cent. 2 Stocks to Buy.
1. Deckers, O’Reilly, and Lululemon have the highest retail ROIC. 2. Deckers' ROIC is 53%, while O’Reilly and Lululemon both at 45%. 3. O’Reilly shares are up over 32%, Lululemon and Deckers down 50%. 4. Citi recommends buying Deckers and O'Reilly; Lululemon is Neutral. 5. Overall median retail ROIC is 17.6%; competitive margins are crucial.