In a world where most consumers seem to make a beeline for the clearance rack, most retail names could probably be considered discount. The days when most considered this select group to be WMT DG ROST TJX and DLTR are likely over (we looked at WMT in our 7/15 Consumer Note). Wednesday witnessed a big move from TJX gaining 5.6% and breaking above a cup with handle pivot of 72.04 after a well-received earnings release. Peer ROST bounced off the round 120 number and 200 day SMA in the process, and DG has just been a beast up 10 of the last 11 weeks. Another discount name that has been on a tear is FIVE that is higher by 10% after busting above the very round 200 number. One that did not feel the euphoric “lifting of all boats during this rising tide” was DLTR. That most likely is a tell as it sits 16% off most recent 52 week highs, but is holding onto the very round par number. If that gives way look out below.