Sucharita Kodali

Retail Analyst, Forrester
@smulpuru · tracked since Feb 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
WMT long -8.3%
COST long -0.4%
Most Mentioned
WMT ×2
COST ×1
Recent Calls
COST long 3 months ago
WMT long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d 100%
Average Return -4.3% Long Return -4.3% Short Return -
Average Return
7d +0.1%
30d +0.7%
90d +2.8%
Result
Result
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Side
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Thesis
Theme
Source
WMT Walmart Inc. Walmart Inc.
Long
Feb 11
$128.77
-8.3%
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.
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.
Consumer
YOUTUBE
COST Costco W... Costco Wholesale Co...
Long
Feb 11
$978.14
-0.4%
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.
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.
Consumer
YOUTUBE
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