Sucharita Kodali 4.4 2 ideas
Retail Analyst, Forrester
After 1 day
N/A
2/15 min ideas
After 1 week
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2/15 min ideas
After 1 month
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2/15 min ideas
By sector
Stock
2 ideas
+0.7%
Top tickers (by frequency)
WMT
1 ideas
0% W
-1.7%
COST
1 ideas
100% W
+3.1%
Best and worst calls
Best calls
COST LONG
+3.1%
High-end consumers are "trading down" to mass merchants. While the low-end consumer is struggling, the volume from wealt...
Feb 11
WMT LONG
-1.7%
High-end consumers are "trading down" to mass merchants. While the low-end consumer is struggling, the volume from wealt...
Feb 11
Worst calls
WMT LONG
-1.7%
High-end consumers are "trading down" to mass merchants. While the low-end consumer is struggling, the volume from wealt...
Feb 11
COST LONG
+3.1%
High-end consumers are "trading down" to mass merchants. While the low-end consumer is struggling, the volume from wealt...
Feb 11
High-end consumers are "trading down" to mass merchants. While the low-end consumer is struggling, the volume from wealthier shoppers moving down the value chain benefits the large discount retailers. LONG Walmart / Costco. If the high-end consumer stops spending entirely rather than just trading down.
Retail Analyst, Forrester