Walmart and Target, if you look at their share prices, they're both up about 5% this year. The problem with Target is, you know, they haven't invested as heavily in private label and private label. And so right now, when we're looking at that value proposition in certain markets, I think Walmart's going to win. Do you think we're headed for a recession, Mary Lou, or are our consumers girding for that?
Bloomberg Intelligence Senior Litigation Analyst, Jennifer Rie and Bloomberg Antitrust Reporter Leah Nylen discuss the latest with the FTC’s suit to block Amgen’s deal with Horizon Therapeutics. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting discusses consumer outlook in retail. Bloomberg Businessweek Editor Joel Weber and Bloomberg Editorial Senior Commodities Reporter James Attwood discuss the green energy transition and Chile’s copper problem. And we Drive to the Close with Hank Smith, CIO of Haverford Trust.
Hosts: Carol Massar and Matt Miller. Producer: Sara Livezey
See omnystudio.com/listener for privacy information.