We’re fully transatlantic and whilst there was a lot of interesting snippets from a vast number of corporates in Europe this morning, possibly the most interesting snippet came from Walmart (+6%). The excellent Daniella (Buy rated) flagging that on the call they said "consumer conditions have been relatively consistent through the year so far" and further noted this to be the case across income groups, including at the low end. All eyes currently firmly focussed on the consumer and their behavi…
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