It’s Cyber Monday, and the Beats Roundtable is diving into the biggest retail stories of the year! Moderator Ben Brey is joined by consumer analysts Berna Barshay and Jeff Macke to break down the highs and lows of Black Friday and Cyber Monday.
🎯 What’s Inside:
•The surprising resilience of the American consumer—what mall traffic and online sales reveal.
•Winners: Abercrombie, Tapestry, and Decker’s Uggs take the podium—find out why!
•Losers: J.Crew, Capri Hold...
It’s Cyber Monday, and the Beats Roundtable is diving into the biggest retail stories of the year! Moderator Ben Brey is joined by consumer analysts Berna Barshay and Jeff Macke to break down the highs and lows of Black Friday and Cyber Monday.
🎯 What’s Inside:
•The surprising resilience of the American consumer—what mall traffic and online sales reveal.
•Winners: Abercrombie, Tapestry, and Decker’s Uggs take the podium—find out why!
•Losers: J.Crew, Capri Holdings, and Peloton—what’s dragging them down?
•How weather patterns and shifting consumer habits are shaping this year’s retail landscape.
•Hot stock picks for Q4 and beyond, including Abercrombie, Chewy, and Dave & Buster’s.
•Insightful commentary on the growing role of AI in shopping (hello, Meta Shades!) and the future of retail innovation.
đź’ˇ Special Insights:
•Why top-tier malls are thriving while others struggle.
•The role of promotions like Rakuten cashback and how savvy shoppers are saving big.
•Predictions for 2024—will rate cuts unleash the next retail boom?
🛒 Whether you’re a shopper, an investor, or just curious about what makes the holiday season tick, this episode is packed with actionable insights and lively debate.
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