Neuberger Berman's John San Marco: Consumer hasn't been tested yet on ability to withstand inflation

Well, let's talk more about the opportunities now in retail. Joining us now is New Burger Burman analyst John San Marco. John, good to see you today.When you're looking at the earnings that have come out recently, it really does appear that there has been some resilience in the face of tariffs. How do you explain it. >> Yeah, great to see you.Thanks for having me on. That that's well put. Um, you know, I think tariffs are, you know, one, manifesting a bit slow, more slowly than expected.Um, two, I I think t ...