The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.
(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.
(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan
(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.
Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT
Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl
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