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Cramer's Stop Trading: Tractor Supply
Youtube·2025-11-24 15:59

分组1 - The core theme revolves around identifying retailers that can perform well despite a weak consumer environment, with Tractor Supply being highlighted as a hedge against this weakness [1] - Walmart is favored for its resilience, despite having a high valuation multiple, while Costco is noted for disappointing performance and reaching its first 52-week lows since 2009 [1][3] - The decline in Costco's stock price is significant, but the company is still considered fundamentally strong, indicating a potential buying opportunity once a bottom is confirmed [3] 分组2 - The discussion includes the performance of strip malls, suggesting they are still relevant in the retail landscape [4]