Walmart (WMT) is benefitting from groceries and lower prices, says Caleb Silver. He discusses big box retailers. He talks about how Target (TGT) is "bullwhipped" and excess inventory is weighing on margins. He also notes that Home Depot (HD) is building inventory on "supply chain" concerns. He monitors consumer spending trends as inflation cools. Tune in to find out more about the stock market today.
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