Even the biggest retailer in the world is planning to pass along tariff increases to customers.
(00:21) David Meier and Andy Cross discuss:
– The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways.
– Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants.
– Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure’s best performers – On Holdings.
(19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.
(32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.
Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH
Host: Dylan Lewis
Guests: David Meier, Andy Cross, Robert Brokamp
Engineers: Dan Boyd
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