Different Customers, Different Retail Results

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss:
- Troubling signs on consumer savings rates dropping and more people dipping into their 401ks.
- How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy..
- Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.  

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. 
- You can find the Department of Education’s website and resources here.
- And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. 

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis
Guests: Bill MAnn, Jason Moser
Engineer: Rick Engdahl