These two retailers tend to underperform the sector between Black Friday and year-end

Dick’s Sporting Goods Inc. and Best Buy Inc.’s stocks are likely to underperform in the period stretching from Black Friday to year-end as two retailers with the most exposure to the holiday season, according to D.A. Davidson analysts.

Dick’s DKS earns just under 40% of its profits in the fourth quarter, while Best Buy BBY earns about 30%, a team of analysts led by Michael Baker wrote in a note to clients on Friday.