"We are creating 300K jobs a month, so consumers are still spending. Walmart (WMT), Target (TGT), and Costco (COST) continue to win and gain share. At 12% grocery inflation, consumers need to trade down to private label goods. Right now, I would rather be a luxury apparel and accessories company," says Jan Rogers Kniffen. "Inflation is easing, but still hitting consumers hard. Keep an eye on Walmart+ as it is gaining share with high-income households and younger consumers," adds Emerson Delgado.
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20 Mar 2023
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