reporting stronger than expected sales, target up 4.4%, nordstrom up 5.3%, and discounter tjx company, t.j. maxx and marshals up 8%. dana telsey is the c.e.o. of the telsey advisory group with us in new york. dana, what worked for retailers in may? >> i think what worked for retailers in may is that you had a holiday in the month of march. you had the benefit of an earlier easter. april you didn't have that, and what you did have in may is mother's day. may 13th this year versus may 8th last year. coupled with warmer weather and the new colourful apparel that is driving traffic, that is what drove sales in may. >> tom: tell us about the roll of gasoline, though. gas prices had been moving lower in the month of may. i have to imagine that put more dollars in consumers pockets. >> we are beginning to see customers spend a bit more on discretionary but in addition to high end, you need that lower to middle end consumer to maintain that level of spending. >> tom: so talk to us about the roll of discounting. we've seen retailers try to hold back on promotional pricing and hold back successfully. is t

great straw bag from t.j. maxx. to transition to night, it is all about color and accessory. neon sweater from j. crew. great statement necklaces. i layered two from carol lee. can't forget about the shoes. girls got to have her heels for the party. i love these white sandals. they're white without being too white. i think both girls look great. >> thanks, ladies. next up, tory and eileen. >> a super cute beach look. this coverup i love because it is two trends in one -- print and neon. from h & m. $17.95. so pretty. i love this as a maxi dress, we added a great beach hat. flat sandals. but then look how cute it looks on eileen as a skirt. then it becomes a maxi skirt for the evening and again adding in bold pops of color. tie-waist shirt. $79 at facie -- macy's. great accessories. neon sandal. >> the nighttime look, it is so funny -- just gathers around the top like that. is there she could be going out for cocktails at the beach and not look overdressed. because in the summer it is about being casual but still put together. >> love it. >> are you guys aware that we can see

if you see the stuff loaded up at t.j. maxx which i see for ralph lauren, unfortunately, that's a sign that they are not pushing it out. you will not see lululemon discounted. >> judge, the reservation will be 70% of stock will come in as well. lululemon exclusively, that's your growth area right there. >> judge, i think you're starting to see pressure at the high end. not necessarily at the foreign consumer, currency is not worth as much and coach is now 85 stores in china. 350 in the u.s. i think you see pressure on them. >> coming up on the "halftime," a real-time trade that will grab your attention. much more on the way. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classes are performing, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. i'm stephen hett of fidelity investments. the etf market tracker is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explo

. >> reporter: next up, hitting the outlets and the offprice retailers like t.j. maxxss, and marshalmarshall's. >> it's the same merchandise that other stores are buying but they're able to work it to a better price and get it to the consumers. >> reporter: it can come from a steady stream of clothing because of ordering mistakes or overproduction by the manufacturers. >> it makes you seem smarter and savvier and you found a deal no one else did. >> reporter: smart shoppers also can go to consignment and thrift stores where a $1,000 ralph lauren jacket want for $150. we found banana republic, calvin klein, talbot's and true religi religion. many spend quality time on their computer. >> you try a brand on and then when you've tried it on, you go online and see if it's on sale at other places because then you know it will fit. >> reporter: it may be a competing store or online tailor. once you know what you want, the internet can be your online shopper. >> you can find it at a lower price. >> reporter: a price that lets you keep more money in the bank or more clothes in

craig matsamato used to be in charge of loss prevention for t.j. maxx and reebok.nsultant for major retailers and is well acquainted with the south american groups. >> you're finding them now throughout california, maryland, chicago, miami, new york. >> if this is happening all over the country, why do so few people know about it? >> when you talk about shoplifting, not a lot of people think about organized crime. most people think when you say shoplifting, it's the opportunistic shoplifter. >> winona ryder. >> winona ryder. there you go. that's kind of how people look at shoplifting. nobody really talks about the fact that, jeez, it's really organized, it's big business, and it's high loss to retailers. that's all part of the group, right-- >> matsamato says the south americans usually work in small groups, relying on distraction, advanced planning, and precision teamwork. one or two people occupy the sales staff while others go to work. it doesn't take them long. watch these two. they're about to steal $3,000 worth of armani suits in just ten seconds using some s

t.j. maxx. and then costco failing to impress the street.overs in the tech world include tera data, they beat street expectations raising its full-year revenue growth outlook. the company is seeing strong demand for its data storage packages. >> thank you very much. let's get to bonds and the dollar. rick santelli's at the cme group in chicago this morning. good morning, rick. >> good morning, carl. today at 8:30 eastern, we had a much better-than-expected drop in initial claims. and that is good news. whether that leads to a timely creation of jobs is yet to be seen. today's number isn't going to directly impact tomorrow's number. but at 8:30 eastern, you also had mr. draghi on the wire. it gets very difficult to distinguish exactly what the market was paying the most attention to. an intraday of ten-year here and in europe, they're highly correlated. they jumped up on rates and gave a little bit back. many believe the jump-up in rates was due to the better-than-expected claims. as you look at an intraday of the dollar index or in this case

t.j. maxxr on the s&p today, rising sharply after the discount retailer first-quarter profit did top estimates. the company also says its may sales were off to a "strong start." energy stocks also pulling back today, making them some of the market's biggest losers. alpha natural, consol, peabody and newfield all in the red. a good road map for you, facebook upping its ipo price range as investors really chomping at bit to get their piece of the social network, but it turns out the public has some trust issues where facebook is concerned. will that ultimately hurt the company? we'll talk about that. then we'll talk to one of the top financial advisers on the street about what he's telling clients. ceo of hightower advisers joins us live here at post 9. plus, even as facebook tries to sell itself to investors, mark zuckerberg still famously shies away from the spotlight. we'll get an inside look at the sometimes mysterious ceo. and the most dangerous time to trade stocks. we'll tell you -- you're

great straw bag from t.j. maxx. to transition to night, it is all about color and accessory. added a great beach hat. flat sandals. but then look how cute it looks on eileen as a skirt. then it becomes a maxi skirt for the evening and again adding in bold pops of color. tie-waist shirt. great accessories. neon sandal. >> the nighttime look, it is so funny -- just gathers around the top like that. is there she could be going out for cocktails at the beach and not look overdressed. because in the summer it is about being casual but still put together. >> are you guys aware that we can see right through it? >> she's got a little help for the evening. >> next we'll bring out jazz. >> this is a lightweight cotton gingham dress. what makes this dress very easy is that it is neutral so you can pair it with any swimsuit. you don't have to match your coverup to the swimsuit. i found this for $50 at marshall's. huge steal. love the polka dots. bringing in the neon this summer. i love the idea of adding a structured blazer. this one is a white linen blazer from macy. it takes the look f