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Picking Retail Winners in Holiday Shopping Season

Picking Retail Winners in Holiday Shopping Season

Schwab Network · Schwab Network

December 1, 20256m 54s

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Show Notes

Income level is deciding buying ability more than sale markdowns, Ted Thatcher says, noting “instability in the consumer.” The post-Thanksgiving holiday shopping “really is online now,” he adds. “Premium spending is really what I’m focused on,” he says, highlighting Costco (COST) and LVMH Moet Hennessy Louis Vuitton SE (LVMUY). To pick winners out of the sector, he’s looking at cash flow.


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