Stealth consumer stocks: These shares have rocketed off the March lows

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It's not just e-commerce stocks that have boosted the consumer discretionary space since the March lows. Craig Johnson of Piper Sandler and Nancy Tengler of Laffer Tengler Investments discuss the stealth plays that have surged.

Craig Johnson, chief market technician at Piper Sandler, told CNBC on Friday that the outperformance of some of these under-the-radar stocks comes back to how the last year has influenced consumer choices.

"We've got the pandemic that has obviously been leading to people making some different choices in terms of where they live.

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