I view the following retailers as long term winners: 1. Amazon 2. Costco 3. Kroger 4. Dollar General
SAMs club seems lost. Wal-Mart is under attack from every direction. Wal-Mart isn't going away but hard to see growth for them.
Doesn't mean their valuation is in a place to buy but if bought at the right price, they are likely going to have good news and growth into the future.