Just noticed something interesting while looking at retail and wholesale stocks this year. Etsy's been doing pretty solid - up around 2.2% since January, which is actually outperforming the broader retail and wholesale sector that's only managed 0.1% gains overall. The company's got a strong buy rating and analyst estimates for full-year earnings jumped 43% recently, so the sentiment seems to be shifting positively.

What's more interesting is comparing different plays within the retail and wholesale space. Yum China (YUMC) has been crushing it with a 9.7% year-to-date return, though it's in a different sub-sector (restaurants vs e-commerce). Both are beating their respective industry groups though.

Etsy specifically operates in the internet commerce side of retail and wholesale, which has actually been down 7.4% this year. So the fact that ETSY is positive while its industry group is negative says something about the company's execution. If you're tracking retail and wholesale names, these two are worth keeping on your radar since they're clearly separating from the pack.