Holiday Spending Trends and Retail Dynamics

This chapter analyzes projected holiday spending trends and the impact of inflation on consumer behavior, particularly for lower-income groups. It explores how excess inventory among major retailers affects their sales growth and market valuation, while off-price retailers like TJ Maxx thrive amidst changing consumer preferences. Additionally, the chapter examines Lululemon's challenges in balancing luxury branding with inventory management and international growth potential.

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