All right. Well, for more on who could come out on top this holiday shopping season, let's bring in Jerry Storch. He's CEO of Storch Adviserss and former Toys R Us CEO.Jerry, it's great to have you on. Welcome. >> My pleasure.>> All right, winners and losers. What are you seeing. >> Well, the, you know, the same same folks have been winning for quite a while now, and I see no reason to think it's going to change.That's Walmart, Costco, TJX, and Amazon. These four retailers have been ga g g g g g g g g g g g ...

All right. Well, for more on who could come out on top this holiday shopping season, let's bring in Jerry Storch. He's CEO of Storch Adviserss and former Toys R Us CEO.Jerry, it's great to have you on. Welcome. >> My pleasure.>> All right, winners and losers. What are you seeing. >> Well, the, you know, the same same folks have been winning for quite a while now, and I see no reason to think it's going to change.That's Walmart, Costco, TJX, and Amazon. These four retailers have been ga g g g g g g g g g g g ...

All right, now it's time to go inside out on retail and specifically Costco. Joining us now is senior markets correspondent here on the network, George Tillis. George, we're talking Costco and this stock, I mean, uh, you know, it's been in a downtrend for several months now.And, you know, this is always at the top of everybody's list when they talk retail. What's going on here with Costco, George. Why are we seeing a pullback.This is this is one of my favorite places to go. >> Yeah. So, it's kind of an inte ...

LIVE Thanksgiving Sales Data Were Mixed. Now Is the Real Test. Last Updated: 1 hour ago Retail Stocks Move Cautiously Higher. Beware the 'Silly Season.' By Sabrina Escobar Retail stocks were on track to post modest gains in Friday's holiday-shortened trading session. Subscribe to Barron's Tools Customer Service Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory The SPDR S&P Retail ETF, also k ...

But while retailers expect to see a surge in crowds, they are facing a more frugal shopper this year. With us now at Post 9 to break down the holiday expectations amid the macroeconomic uncertainty as UBS senior retail analyst Michael Lasser. It is confusing because we hear all about, you know, the low to middle income consumer getting worse.We hear about uncertainty. We hear about tariffs. And yet we're expecting growth.Yeah. Yearon year. So how do you characterize what's happening with the consumer.The wa ...

Choosing between the two retailers may come down to valuation.Economic indicators point to uncertainty, but you would not know that from the financial results of Walmart (WMT +1.96%) and Costco (COST +1.56%). Despite being mature companies, these enterprises continue to post rising sales and improving profits.Such results may indicate that both stocks are buys. However, given the state of both Walmart and Costco, one likely stands out over the other. The stock to chooseUnder current circumstances, investors ...

Core Insights - A record number of shoppers, approximately 186.9 million, are expected to shop from Thanksgiving Day through Cyber Monday, marking an increase of about 3 million from last year [4] - Black Friday remains the largest shopping day, with around 130.4 million shoppers planning to participate, followed by Cyber Monday at 40% and Small Business Saturday at 36% [5] Retail Performance - Costco and Walmart are identified as key winners in the holiday shopping season due to their strong brand presence and ability to offer low prices [6] - Costco's stock is down 2.5% year-to-date with a HOLD rating, while Walmart is up nearly 18% year-to-date, also holding a HOLD rating [7] Consumer Behavior - Direct-to-consumer brands face challenges as consumers increasingly price-check items on platforms like Amazon, leading to heightened price sensitivity [8][9] - Luxury brands like Louis Vuitton are performing well, as the top 10% of earners contribute significantly to consumption despite broader consumer pullbacks [10] Economic Context - The National Retail Federation forecasts total holiday spending to exceed $1 trillion for the first time, with sales growth projected between 3.7% and 4.2% for 2024 [13] - Retail stocks have struggled overall this year, with both consumer discretionary and staples sectors lagging behind the broader market due to economic pressures [14] Notable Retailers - Discount chains such as Dollar General and Dollar Tree have seen stock increases of over 30% this year, while brands like Coca-Cola have gained around 16% [15]

From high-yield pharma plays to growth-oriented compounders, these eight stocks offer something for every dividend investor.High-yield stocks receive all the attention, but the best dividend portfolios strike a balance between current income and long-term compounding. These eight stocks span multiple sectors and investment styles, from low-yield growth machines to high-yield income generators.Each stock offers a different reason to own it -- and together, they form the foundation of a diversified dividend s ...

来源：36氪 奢侈品跟几十块牛仔裤放在一起卖。 文｜温颖颖 编辑｜袁明武 来源｜金角财经（ID：F-Jinjiao) 封面来源｜视觉中国 "Lululemon要警惕开市客了。" 一个是卖瑜伽裤的中产品牌，一个是靠5美元烤鸡出圈的仓储式会员超市，却越来越频繁地被放在一起讨论。 理由很简单：2025财年，开市客（Costco）已悄然成为全球服装巨头，服装业务的销售额高达97亿美元（约合人民币691亿元）。 这个体量，不但超过了Prada集团（2024年营收58.8亿美元）、Coach母公司Tapestry（66.7亿美元），甚至开始逼近Lululemon（106亿美元）、安踏集团 （708.26亿元人民币）。 更令人意外的是，它不仅卖得多，还长期保持高速增长。2019—2024年间，开市客服饰销售额累计增长40%，年复合增速接近7%；同期，中国服装市场 CAGR仅4.64%，美国更只有3%——行业在放缓，唯独它逆势提速。 有研究把原因归结为"更多人去超市买平价衣服"，但这个解释的说服力还不够。开市客既卖平价基础款，也卖爱马仕、拉夫劳伦等高端品牌；更关键的 是，隔壁同为仓储超市的山姆，同期服饰业务只涨了21%，开市 ...

以下文章来源于金角财经 ，作者温颖颖 "Lululemon要警惕开市客了。" 一个是卖瑜伽裤的中产品牌，一个是靠5美元烤鸡出圈的仓储式会员超市，却越来越频繁地被放在一起讨论。 金角财经 . 城市新中产读本，拆解经济事件背后的逻辑。 奢侈品跟几十块牛仔裤放在一起卖。 文 ｜ 温颖颖 编辑 ｜ 袁明武 来源｜ 金角财经（ID：F-Jinjiao) 封面来源 ｜ 视觉中国 理由很简单： 2025财年，开市客（Costco）已悄然成为全球服装巨头，服装业务的销售额高达97亿美元（约合人民币691亿元）。 这个体量， 不但超过了Prada集团（2024年营收58.8亿美元）、Coach母公司Tapestry（66.7亿美元），甚至开始逼近Lululemon（106亿美元）、安踏集团 （708.26亿元人民币）。 更令人意外的是，它不仅卖得多，还长期保持高速增长。2019—2024年间，开市客服饰销售额累计增长40%，年复合增速接近7%；同期，中国服装市场 CAGR仅4.64%，美国更只有3%——行业在放缓，唯独它逆势提速。 有研究把原因归结为"更多人去超市买平价衣服"，但这个解释的说服力还不够。开市客既卖平价基础款，也 ...