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Majid Al Futtaim CEO on its growth pipeline: "north of 100 perhaps 150 billion dirhams"
12 takeaways: How footfall held up through six months of war, why he says the biggest threat is the company's own record run, and what $270M a year of…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Acquired: $1,000 in Home Depot's 1981 IPO is $17M today, against $170K in the S&P 500
21 moments: the Cadillac argument that cost Ross Perot $223B, the CEO who would not take his pay in stock, and 11 years of growth with no new stores
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Jess Hertz: 75% of AI-attributed orders came from outside the top 100
13 lessons: The Slack agent that has taken 15M actions in 5 months, why complexity is the moat rather than the problem, and the compensation plan she…
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Kip Tindell: he capped The Container Store at 20% growth a year for four decades
7 principles: Why he refused to grow faster, what he told a founder with $635K in eight months, and where retail service went
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Lululemon: comparable sales fell 10% and the full-year guide is now -5% to -7%
10 numbers: why 80% of BRP's margin damage is tariffs, the Bank Act clause that keeps US banks out of Canadian retail, and the $4.9B eBay stake propping…
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Ian Saunders & Miles Clark: energy picked up 18 relative-strength signals in 8 days
9 charts: the participation gauge that just reversed from 70 to 64, Nike's fall from $178 to $37, and the emerging-market pair that hasn't looked this…
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Emily Cohn: Macy's beat and raised, and the stock fell about 3% anyway
3 insights: Why Bloomingdale's just posted its strongest Q2 revenue ever, what GLP-1 drugs are doing to apparel demand, and the one Macy's department…
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Scott Glenn: Home Depot bought one $799 drill kit 4.2 times for each one sold
15 insights: Why passive RFID cannot work inside a steel warehouse, what stolen power tools resell for online, and the retail-crime bill now sitting…
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Jim Cramer: the 30-year Treasury, not fundamentals, sets a stock's price
6 calls: Why Lululemon may be running a kitchen-sink quarter, why Seneca Foods beats an AI data-center stock this year, and the TJX answer that got him…
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Karina Cohen: shoppers now buy clothes thinking about what they can resell them for
7 takeaways: ThredUp's finding that 49% of younger shoppers already avoid what cannot be resold, why vintage escapes the cotton tariffs, and the case…
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