Retail Ripples, a Big Tech Bet, and Labor Pains 7/26/22
The Exchange
00:00
We Like Wal-Mart, and We Like Holta Goose
We're selective, and we like brands as well. We were just on the phone with l v m h, louis viton, and people are definitely still spending in luxury goods. So again, just to be clear on walmarton it explains the relationship p her, but you're saying grocery strong. Non grocer not strong, other than grossly grocery outlet, which you mention. Are you still bullish on that name? Should we expect these trends to continue for the next six months? And who else do you think is positive outside of the luxury space yet?
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