Tabb Forum: Back-to-School Buzz: Spending Expected to Fall from 2023’s Record Level

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Summary:


Retail sales were strong in June, but some companies report a more cautious consumer, writes Christine Short, Head of Research at Wall Street Horizon, a TMX Company. The back-to-school shopping season is critical for many retailers, and we’ll hear from many Consumer Staples and Discretionary firms in the coming weeks, Ms. Short explains, as 90s fashion trends are back in vogue and a possible PC refresh cycle (care of AI) act as tailwinds.

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