Of course, when investors bypass higher-end retailers and producers, someone else benefits -- low-cost mass producers. That means players like Wal-Mart (NYSE: WMT) and Target (NYSE: TGT) could be some of the biggest beneficiaries of a cautiously rebounding economy. In fact, Target just reported fourth-quarter profit growth of 54%, topping Wall Street expectations. Likewise, Wal-Mart saw its Q4 profit rise 22%, despite a 0.5% decline in sales during that time.