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.

Tamara Rutter owns shares of Amazon.com and Target. The Motley Fool recommends Amazon.com. The Motley Fool owns shares of Amazon.com. 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.