Auto part retailers are best positioned for retail earnings, says Oppenheimer's Brian Nagel

My next guest is tracking the impact of tariffs in retail and says there are several names positioned to mitigate tariff risk better than others. Here with his top retail defense plays is Brian Nagel, senior analyst at Oppenheimer. Okay, Brian, what are they.>> Well, good afternoon. So, look, we my as a retail analyst, as an analyst studying consumer, you know, I've spent a lot of time lately studying and watching tariffs and trying to make sense of what's happening out there. And you'll look before I talk ...