Nagel: This will be a very interesting holiday season with clear winners and losers
CNBC Televisionยท2025-11-26 12:13
OVER 18%. FOR MORE ON THE STATE OF RETAIL, LET'S BRING IN BRIAN NAGLE, SENIOR EQUITY RESEARCH ANALYST AT OPPENHEIMER, WHO COVERS THE ENTIRE RETAIL SECTOR. BRIAN, GOOD MORNING.THANKS FOR BEING HERE. >> GOOD MORNING. FRANK.HOW ARE YOU. >> ALL RIGHT. SO BRIAN WAS HITTING ON THIS EARLIER WITH A GUEST.BANK OF AMERICA CAME OUT WITH SOME DATA LAST WEEK. HOLIDAY SHOPPING UP ABOUT 4.5% OVER WHAT IT WAS LAST YEAR. THAT SEEMS LIKE A REALLY GOOD SIGN FOR THE SECTOR.WHAT'S YOUR JUST OVERALL LOOK AT THE HOLIDAY SHOPPING ...