The Consumers' Mentality for the Holiday Season

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The National Retail Federation said that they were expecting about $950 billion in holiday spending. That was up from like 6% to 8% from last year. Even if you're not getting laid off, you might be a little bit more concerned into your point, either trading down or just cutting back spending. And we are also seeing a lot of Christmas stuff out already,.

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd

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