2 retailers you’ll want to buy and why

Good morning!

Markets are flat despite some pretty dang good numbers from the likes of Walmart, Target, Home Depot and Lowe’s. Not unexpected in the scheme of things because they’re very different companies.

Here’s my playbook:

1 – Which retailers to buy (and why you’ll want to)

Those who can deliver will have a good Christmas and an even better 2022. Watch my take with the fabulous Maria Bartiromo earlier this morning.

Quickly:

• Home Depot: Focusing on increasing spending per square foot by optimizing space.
• Lowes: Shifting approach to website purchases, contractor-friendliness, lightning-fast deliveries.
• Target: Using their own fleet to reroute inbound shipments and restock shelves ahead of Christmas shopping while skirting the massive container ship blockage pinching competitors that do not control their own logistics.
• Walmart: Expanding their 3rd party ecommerce, ad sales, and last-mile services to keep prices low.

Which ones to buy?

Walmart and Lowe’s. People need to eat and are flocking to low prices. Contractors want to buy online and now have a friendly place to shop.