Apr 20, 2022
Wall Street is nervous that some of the retailers are going to struggle in a high inflation environment. Are they wrong?
(0:45) - Does The Retail Sector Stand To Be A Big Winner?
(7:30) - Is Inflation Killing The Subscription Business Model?
(13:15) - Is Lululemon Recession Proof?
(17:45) - Breaking Down The Beauty Retail Sector
(24:20) - Will Furniture Purchases Slow Down With The Housing Market?
(32:40) - Inflation Impact On Amazon: Will They See Prime Users Decline?
(39:00) - Episode Roundup: RVLV, RENT, SFIX, LULU, ULTA, EL, JWN, LVMUY, CODY, WSM, ETD, RH, COST, TGT, WMT, AMZN