How Cooling Consumer Sentiment Favors Discount Retailers, Walmart (WMT)

Jharonne Martis discusses fluctuating consumer sentiment throughout the pandemic, and notes that in March they are finally beginning to see improvement. She says that not only are they seeing an uptick in grocery spend with higher prices, more families are flocking to the discount apparel retailers in lieu of department stores. Tom White then looks at an example call calendar in Target, and a call condor in Costco.

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