From Investorplace:
Retail sales increased substantially during the month of January, signaling the extent to which consumer confidence has been bolstered since the Presidential election. This is borne out by the fact that the majority of retail categories experienced gains last month, with only auto dealers and gasoline stations experiencing declines.
Additionally, it seems that while President Trump’s policy promises are encouraging financial markets, an improving labor market has empowered the individual buyer. Investing in stocks from the retail sector would make for a profitable proposition now, since such a trend bodes particularly well for the consumer.