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Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23

The Exchange

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Competition in the Retail Industry, Inventory Problems, and Concerns about Overbuilt Retail Space

This chapter analyzes the inventory problems faced by Target and the need for them to improve their stock mix. It also discusses the concerns about overbuilt retail space and the potential impact on TJX. The chapter concludes with a mention of the collapse of trucking from yellow and upcoming CEO reactions.

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