Target (NYSE:TGT) admits that the number of customers affected by the recent data breach may be closer to 70 million. Moreover, the recent troubles are starting to affect sales. Meanwhile, Sears (NASDAQ:SHLD) continues to struggle, while Macy's (NYSE:M) proves it's one of the best in the business at managing its inventory.

In this segment from Investor Beat, Motley Fool analyst Ron Gross analyzes the retail industry and what it means for investors.

Chris Hill has no position in any stocks mentioned. Ron Gross has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.