When it comes to consumer spending, the back-to-school season is the second-largest shopping period of the year, behind only the all-important holiday shopping season that kicks off each year around Thanksgiving. This creates an annual opportunity for investors to own stocks that will hit it big with back-to-school shoppers.

However, not all cyclical retail stocks are created equal. To help you sort out the winners from the losers, we've put together a presentation of the top four stocks that we expect to dominate the back-to-school scene this year. In it, we explain why Amazon (NASDAQ:AMZN), Target (NYSE:TGT), Wal-Mart (NYSE:WMT), and Office Depot (NASDAQ:ODP) are making all the right moves today.