If I were to make a bet on lagging retail stocks at this moment, I wouldn't bet on any mall-based department stores. At least a segment of the population is going to want to try on clothing before they purchase, so there will be brick and mortar retailers in the future. I would guess these are going to be limited to specialty boutiques (upper end), mid range value, and low cost value.
I have been considering throwing some money at Kohls as their locations are not mall based, men and women with children (think, back to school clothes) tend to frequent this store. It's an easy place for a guy to get a pair of jeans, polo shit, and pick up his favorite cologne, get name brands at a reasonable value and make sure they fit. Kohls also has very aggressive customer loyalty programs offering many discounts for returning customers. Mid-range value
Target will survive as an upper end Walmart. Go to any target location and look at the hoard of middle-upper middle class women just "shopping", like you used to see at the mall. Admittedly, Target has some issues to work out, but I think it will be one of the long term survivors thanks to its huge moat with the very lucrative above mentioned customers. Mid-Range value
Walmart is spending $ to try and beat amazon at it's own game. Frankly, it's providing decent competition with a great website and free site to store shipping. I can pop onto Walmart's site and sort items from in-store availability at any location, this is a huge advantage it holds over Amazon in our "on demand" culture. Plus, online grocery shopping with store side pick up for the grocery side. Prices are very competitive both in store and website, low-cost value