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Back-to-school players such as The Gap, Inc. (NYSE:GPS), Ross Stores, Inc. (NASDAQ:ROST), TJX Companies Inc. (NYSE:TJX), and Limited Brands, Inc. (NYSE:LTD), are thought by UBS to be in-line for third quarter boosts, as the spending season is doing quite well among most domestic retailers. Cooling-off weather and a reduced promotional stance in the sector are expected to increase margins.
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Nissan Motor Co. (NSANY.OB) will use more imported parts at its plants in the United States. This change should not only help its margins, but also give domestic auto suppliers a shot in the arm. Nissan has transferred some production to Thailand, but the strong yen continues to raise its manufacturing costs.
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