The following video is from Thursday's MarketFoolery podcast, in which host Chris Hill, as well as analysts Charly Travers and Jason Moser, discuss the top business and investing stories.

In this segment, Tiffany (TIF) and Aeropostale (AROPQ) reported sluggish sales numbers to wrap up 2012. The guys discuss the difference between a retail stock that's a value play on sale, versus a stock that's in trouble. Also, Charly shares why Coach (TPR -1.60%) is a retailer in better shape than TIF or ARO.

The relevant video segment can be found between 8:35 and 12:35.