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During the coronavirus pandemic, the retail sector was one of those sectors that had managed to do well during the challenging times. However, that required businesses to shift their focus towards online channels to garner sales, which seems to have become the fundamental change that the retail sector would heavily capitalise even after the coronavirus pandemic.

As the economy is recovering, the consumer behaviour and spending are coming back to normal and the retail businesses are further expected to do well. On that note, let’s have a look at a few retail shares that could do well in the near future.

Kogan.com ​​Limited (ASX:KGN)
When it comes to the eCommerce space, Kogan.com is a name that cannot go unnoticed. In April, the KGN share price had corrected by a decent 7.6% and this month it is further down by 8.6% to AU$10.12, making this high-quality company a decent bargain for conservative investors. 

However, It’s important to understand why Kogan’s shares have been falling lately. Rather than operational underperformance, the company’s shares have been affected by the recent rotation out of growth stocks into value stocks in light of the rising bond yields.

In Q3 FY21, Kogan reported a 65% increase in the revenue while active customers grew by more than 77% to 3.21 million for Kogan.com, as of 31 March 2021. The Board looks to the future with confidence, heading into the end of the financial year.

Super Retail Group Limited (ASX:SUL)
Super Retail Group has performed well with robust top-line growth, higher gross margin and strong operating leverage during the first half of FY21. The Group’s online sales increased by a massive 87 per cent to AU$237.4 million, representing 13 per cent of Group sales.

The stock is also on the watchlist of dividend lovers as the company does not step back from its dividend policy. Tts dividend policy is to pay out total annual dividends of between 55% and 65% of underlying NPAT and in Q3FY21 it has declared a fully franked interim dividend of 33.0 cents per share.

The SUL share price almost traded flat last month, delivering 1.3% return. At the current market price of AU$11.97, it is less than a dollar away from its 52-week high of AU$12.89.

Redbubble Limited (ASX:RBL)
Redbubble operates in a niche segment of the retail space. The company is into providing print-on-demand products based on user submitted artworks. The company has done exceptionally well YTD FY21, clocking 85% increase in the marketplace revenue to AU$456 million and a 100% increase in the gross profit of AU$184 million (both figures are compared to previous corresponding period).

At the end of 31 March 2021, the company had AU$102 million of cash balance. As the consumer spending is returning back to normal, the numbers could further increase from here.

Despite robust numbers, RBL shares have plummeted 51.9% from the 52-week high of AU$7.35, giving it a good upside potential from the current level of AU$3.53.