How’s the Consumer?

How is the American consumer? That depends on who you ask and what they’re looking at.
Today we got some grim news out of Target for the second time in the last couple of weeks. The CEO said “We were chasing hard in 2021 to get more of the inventory that our guest was looking for…Unfortunately we ran into delays. Inventory arrived late. Now that it is here the demand signal has changed.”
Target is a large …

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