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Ferry: ‘Trade Down is Happening’ Across Retail

Ferry: ‘Trade Down is Happening’ Across Retail

Schwab Network · Schwab Network

May 1, 20255m 42s

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Show Notes

Anthony Ferry previews Amazon (AMZN) earnings before their release postmarket. He’s seeing purchase conversion dropping, citing a “conservative buyer” and noting that “trade down is happening” across the retail spectrum. He looks at the diversification in Amazon’s revenue and thinks it will continue to do well despite trade tensions.


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