After Wednesday's retail bloodbath -- when Macy's said its crummy results will likely last all year, sending its stock plunging 15 percent, taking other retailers down with it -- investors were pleasantly surprised Thursday to see less-than-horrible results at Ralph Lauren, a big department-store vendor.
Shares spiked by 6 percent at the open on Thursday and held onto some of those gains even as department-store shares kept falling. Call it the "Stefan Larsson bump."