The most mixed results may have been in the apparel sector, which rose 0.8% as a whole. On one end American Eagle Outfitters, up 11%, and Limited Brands, up 9%, posted strong gains. But Gap Inc. fell 9%, and Chico's FAS fell 2.6%, compared to its year-to-date average gain of 4.9%.;

Department stores also had varied numbers, rising 2.6% as a group. Nordstrom was up 7.1%, and Kohl's increased 5.2%. On the other end Dillard's dropped 1%, and J.C. Penney slipped 0.5%.

Results of discount chains were relatively uniform, with the sector posting a 2.7% boost. Dollar General led, stepping up 4.8%, followed by Family Dollar and TJX Cos., which increased 4%. Wal-Mart's discount stores came in at 2.5%, while Target was up 2.8%.

Wholesale clubs were the strongest-performing sector in the industry, gaining 5.2%. Costco jumped 7%, followed by a 3.4% push at Wal-Mart's Sam's Clubs.

For the current month, ICSC predicts a 3% to 3.5% same-store sales rise by retailers, just under the year-to-date average of 3.7%.

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