Jharonne Martis and Brian Jacobsen cover the retail trade. Jharonne thinks Five Below (FIVE), Signet (SIG), and Dillard’s (DDS) will all do well. Brian highlights Kohl’s (KSS), with its new CEO, as a potential turnaround story. They also talk about how a December rate cut could impact retailers and consumer holiday spending.
The Watch List
25 Nov 2025
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