Retail market is extremely bifurcated, says TD Cowen's John Kernan

report today after the bell. That stock in the red as we head into the close as well. Joining me now is TD Cowen senior retail analyst John Kernen John.It's good to have you here. What's the setup. I mean into Ross and the remainder of retail season.We've obviously heard from Walmart also of course heard from TJX a few days ago or a couple of days ago. So how do things look from here. >> Yeah, sure.Broadly, retailers and consumers are showing decent strength as we head into the fall. We're almost through Q2 ...