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RE: LeoThread 2025-12-12 16-23

in LeoFinance3 hours ago

54 today down from the consensus of 218 Frank yeah to your point You're betting the jockey not the horse management teams are Kind of rising to the top there To go with the macro theme you and I were talking about this this to make sense because consumers are getting squeezed by inflation So they're looking for value cheaper that's a big tailwind for Walmart versus Target, which is you know a higher tier higher quality a higher price point and Yeah, you said it best you're like a lot of this is just common sense man things are hard And people are gonna go where there's cheaper value that leads to Walmart over target because of their grocery exposure and because consumer behaviors changing They said in the last week of the quarter that significant or consumer sediment can chain change significantly That's to your point when you have major corporations like FedEx targets and all this warning You got to take note that just means there's rougher times ahead in markets and economies in (2/36)