Consumer and Retail’s Reality
Update: 2025-05-17
Description
In this episode I talk mainly about
The big macro:
- CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail Sales
Earnings:
- WMT, and ONON
Additionally talk about 2 M&A deals: 3G Capital acquiring Skechers, and Dicks Sporting Goods acquiring Foot Locker.
Focus is mainly on consumer and retail.
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