In the preceding video, Fool.com analyst Austin Smith discusses three stocks that have fallen big-time recently. Chipotle (CMG 4.89%)shares dropped 7.2% after David Einhorn announced at the Value Investing Congress on Wednesday that he was shorting the stock. Fashion retailer Express (EXPR)was down a full 25%, and Fifth & Pacific (KATE)dropped a significant 18% because of poor performance from its Juicy Couture label.

Check out the video for details on the market factors that are hurting these companies. The retail space is in the midst of the biggest paradigm shift since mail order took off at the turn of the century, and only the most forward-looking and capable of companies will survive. Investors who understand the landscape will be handsomely rewarded, which is why we're offering a free special report on our picks for the 3 Companies Ready To Rule Retail. Uncovering these top picks is free today, so to read more just click here now