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Show Notes
Zach Warring and Lisa Martin take on June Retail Sales. Zach cautions around just looking at one month’s data to get a market picture. Lisa says the report shows “higher prices aren’t hurting spending – yet.” She thinks demand is still pulled forward because of tariff fears and that consumers are still in good shape. Zach, who is watching stocks like Lululemon (LULU) and Abercrombie & Fitch (ANF), thinks that the market has priced in a harder 2H25 when tariff impacts hit. Because multiples have fallen, he thinks investing in his favorites is practically “risk free.”
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