Dollar General DG.N, Nordstrom Inc JWN.N, Macy's Inc M.N, Costco COST.O, Home Depot HD.N and Best Buy Co Inc BBY.N fell between 0.3% and 3.2%. This was already the case in first-quarter numbers and now we get more indications that it's continued pressure, not just a one-off quarter thing," said Andrea Cicione, head of strategy at TS Lombard. Interest-rate sensitive technology and growth stocks retreated, as benchmark U.S. 10-year Treasury yields hovered below 3% ahead of inflation data on Friday.