Retail Sector Head Brian McGough hosted Hedgeye’s The Macro Show this morning.
Notable Tickers: KSS, M, NKE, RL, FL, LULU, RH, AMZN, SHLD
Key topics include:
-May retail sales breakdown, and the ecommerce/AMZN impact.
-Updated industry SIGMA overview - sales, inventory, gross margin analysis.
-Recent negative consumer credit signals and retailers with high credit exposure.
-Callouts on key retail stocks.
