Jan Rogers Kniffen goes over the NRF October report which showed almost 5% retail sales growth, and he expects a strong holiday season. He points out that inflation is still sticky for services but not for goods, which benefits presents-buying. He calls Walmart (WMT), Home Depot (HD), Dick’s Sporting Goods (DKS), and Costco (COST) the four best retailers in the country.
Futures
12 Nov 2024
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