$Lululemon(LULU.US) is flat, $Walmart(WMT.US) dipped slightly, with both price segments in the US consumer sector going quiet.
The squeeze on supply chains from tariffs is still slowly manifesting in earnings reports, and the inventory cycle for athletic apparel has only reached halfway—both are in a phase where 'no bad news is good news,' so it's not too late to act once Q2 guidance lands🫠
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