Focusing on reopening plays Companies in battered sectors like brick-and-mortar retail, travel, and energy are bouncing back as investors expect easier year-over-year comparisons. Analysts expect its revenue to rise 28% this year with a return to stable profitability, thanks to the expansion of its high-growth Aerie brand and bankruptcies of retail apparel rivals. But they've steadily risen since then, as expectations for inflation in an accelerating economy sparked a sell-off in bonds.