Consumer demand should be pretty normal this holiday shopping season: Neuberger Berman's San Marco

All right. Well, Friday marks the stop the start of the holiday shopping season as US consumers head back out on Black Friday. And this comes after last week's earnings from a number of retailers showed a mixed picture about the state of the consumer with a growing divide between the halves and have nots.Joining us now is John San Marco, senior research analyst at New Burger B. John, good to see you. My big question heading into this season is discounting, especially given that commentary during earnings se ...