2 Retail Stocks To Watch After Retail Sales Rose In October - We Are Watching Amazon And Apple

Nov. 22, 2022 3:21 PM ETApple Inc. (AAPL), AMZNDELL, TGT, V, WMT6 Comments

Summary

  • U.S. retail sales rose more than expected in October, despite the growing drumbeat of recession risks as interest rates rise and inflation persists.
  • However, this could likely imply further turmoil ahead for the retail sector, including higher-margin and higher-growth market leaders Amazon and Apple.
  • Both will likely become prominently susceptible to further valuation correction ahead of near-term fundamental weakness driven by a shift in consumer behavior among other macro challenges.
  • Yet a potential pullback in both could open up an attractive entry opportunity for longer-term upside potential that beats other legacy retailers due to their diversified participation in other key growth trends in coming years.
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Buying Convenient Food

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U.S. retail sales in October rose by the most in eight months, underscoring robust demand still despite mounting macro uncertainties. As nice as this might sound for retailers ahead of the busiest shopping season of the year, a deeper dive would reveal

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