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: Teen-focused retailer Abercrombie & Fitch (NYSE: ANF) saw its stock pop 10% in intraday trading today after posting a November same-store sales surge of 22%, which was well above analyst estimates of a 6.4% increase.

So what: Abercrombie is just one of several retailers benefitting from a strong start to the holiday shopping season. Big-box discounters like Costco (Nasdaq: COST) and Target (NYSE: TGT), as well as retailers like The Buckle (NYSE: BKE) and Macy's (NYSE: M), all posted better-than-expected November sales.

Now what: I'd use this Abercrombie pop as an opportunity to take at least some dough off the table. In recent quarters, Abercrombie's same-store sales declines have been some of the worst in the industry, as consumers have been reluctant to pay up for its premium apparel. I really don't think these results mark a complete reversal of that trend, and with cost-friendly Aeropostale (NYSE: ARO) down big today on worse-than-expected sales, you'll have a cheap place to roll that bet over.

Interested in more info on Abercrombie? Add it to your watchlist.