CITI, on retail: ".. On a YTD basis, the spread between the S&P 500’s gain (now +12%) and our coverage’s decline (now -6%) widened. Only 6 companies in our coverage are positive YTD (WSM, BBY, VVV, COST, AAP, and BJ). .. our group is trading at a -10% discount to 5-year history on an FY2 P/E .."

12:12 PM · Sep 1, 2026 · via Bluesky