Monthly Macro: Retail’s Reality Check
Update: 2025-08-27
Description
William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season.
This episode was recorded on August 22, 2025.
This episode was recorded on August 22, 2025.
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