Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: The Buckle (NYSE: BKE) jumped 10% in intraday trading today after the company announced that same-store sales rose 3% in September.

So What: A 3% bump in same-store sales may not be a big headline number, but analysts had projected a 4.7% decline, so it blew away The Street. For the year, sales are still down 1.5% at stores open at least a year, so this marks a turnaround in Buckle's performance.

Now What: Buckle's stock may be riding industry coattails after Abercrombie & Fitch (NYSE: ANF) put up big numbers this morning. Overall, retail sales were up 2.8% in September, so Buckle isn't really outperforming the industry at this point and I don't see a reason to get too excited. Buckle is still a solid company and has posted consistent profits even through the recession, but don't get overexcited about a 3% bump in sales, even if it did beat expectations.