Takeaway: Here is the replay and the key conclusions of our deck on retail liquidity and our post virus shopping list.

Replay of our Monday BlackBook on who is likely to outlast the social distancing, who is at risk of $0 equity, and who are the big buys on the back end.

Video Replay and PDF Link: CLICK HERE 

Also a reminder we will be diving in on retail private label credit cards and the risk to the consumer credit cycle with our Financials team this coming Tuesday.

Replay | Retail Liquidity Black Book - 2020 03 30 Retail Liquid Bullets