Just checked Etsy's year-to-date performance and it's actually doing pretty solid compared to where the broader retail sector is sitting. The stock picked up around 2.2% since the start of the year while the whole sector barely moved at 0.1%. That's a decent gap when you think about it. What's interesting is that analyst sentiment has been shifting too - earnings estimates got bumped up 43.3% over the last quarter, which usually means people are getting more bullish on the company.

Etsy trades in the Internet Commerce space, which is actually getting hammered this year (down 7.4% sector-wide). So for a marketplace platform to outperform in that environment is noteworthy. There are other apps like Etsy out there and various e-commerce plays, but Etsy's holding its ground better than most. The company's got a Zacks Rank of 1 (Strong Buy) right now, for what that's worth.

Another retail stock worth watching is Yum China - up 9.7% year-to-date. Different industry (restaurants vs marketplace), but also beating its sector. If you're looking at retail-wholesale stocks, these two seem to be the ones actually moving in the right direction while everything else treads water. Worth keeping on your radar if you're hunting for outperformers.