MRKT Call: Globetrotting with Liz Young
RiskReversal Pod
00:00
The Value of Retail Names in the Economic Environment
I think it's starting to be priced in because we have to remember that what's happening in the retail names might be different. You know, I don't know that it's all that surprising that maybe Walmart would be doing better right here than Target. It's a higher price point. 50% is food, right? And so they're benefiting a little from food. Is this a value-ish-ish? All right. Let's hear it.
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