Beats Roundtable Segment Recap
Beats Roundtable | June 7, 2024 (Segment Recap)
Paul Meeks, CFA, CAIA and the roundtable Berna Barshay, Jeff Macke, Benjamin Brey, CFA, and Russell Young debate Ben's analysis on the employment data and Jeff noting mixed signals from retailers like Five Below $FIVE and Walmart $WMT.
"The consumer continues to buy stuff they really want, and we continue to see a consumer that won't buy anything on a discount."
Access the entire Roundtable segment on consumer spending and don't miss Russell's new short idea on Modine Manufacturing $MOD. Is this really a data center company?