Consumer is stronger and better than feared, says TD Cowen's Oliver Chen

is joining us now, Oliver Chantiti Cowan, senior retail analyst. Oliver, great to have you with us. >> Not much time for for last minute shoppers out there.Um, who's who seems to be doing the best so far. >> We're excited about Walmart. Walmart offers great value, but also a high-end customer, too.Also, the AI story at Walmart in terms of lots of firstparty data and using that for both supply chain as well as Sparky. We also like other ideas like Rishmon and Cardier. And what we're seeing with the consumer ...