September Retail Sales rose more than expected. “We’re starting to see more normalization,” says Ted Rossman, with physical goods catching back up to experiential spending as experiences become more expensive. Jan Rogers Kniffen expects weakness to continue in electronics, home furnishings, and sporting goods. Jan’s picks include Nike (NKE), Ralph Lauren (RL), Casey’s General Store (CASY) and Tapestry (TPR).
The Watch List
17 Oct 2024
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