Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Jharonne Martis says the consumer is "relatively healthy" but very "discerning." She says shoppers are looking for promotions or discounts before making a bigger purchase. Jharonne says AI assistants are helping consumers make decisions, citing Walmart's (WMT) Sparky AI enabling a "seamless omnichannel experience." For remainder of 2026, she says consumers are showing signs of gravitating towards experiences rather than goods. On the retailers, Jharonne is watching Dillard's (DDS) and Five Below (FIVE) as names that could outperform in the year ahead.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – / schwabnetwork
Follow us on Facebook – / schwabnetwork
Follow us on LinkedIn - / schwab-network
About Schwab Network - https://schwabnetwork.com/about