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11min chapter
US Retail Earnings, Weight Loss Drug
Bloomberg Intelligence
Weight Loss Drugs and Retail Dynamics
This chapter explores a pivotal study on Eli Lilly's weight-loss drug and its impact on diabetes prevention, while analyzing real-world treatment adherence and stock market reactions. The discussion shifts to the retail sector, contrasting the earnings performance of Macy's and TJX, shedding light on consumer behavior and strategic decisions affecting their viability. The speakers provide insights into the cyclical nature of weight loss medications and the evolving landscape of retail strategies amidst changing market conditions.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode