A bit on retail - Feb/Mar numbers are a bit skewed (Feb has early rebates, Mar has Easter and the Toyota incentives etc, also gas price is higher) - now Apr does not have anything special AFAIK, so the number is more important and I am bold enough to short.
hard to say, the downside may be price in. Because after MOS er all these stocks got another sharp drop.
So far I did not see any bet on the option market yet, just wait and see....