Oliver Chan

Oliver Chan, a Senior Retail Analyst at TD Cowen, dives into consumer behavior and retail sector trends. He discusses the unexpected resilience of shoppers before Black Friday and identifies retail giants like Walmart and Costco as key winners in holiday spending. Chan also analyzes Target's inventory challenges and highlights the impact of promotional strategies on consumer choices. With a keen eye on the evolving holiday landscape, he shares insights on how different income groups are adjusting their spending habits.