Retail earnings from major apparel brands exceeded Maybe Finance consensus by 7% on average. This could trigger upward revisions in full-year guidance, benefiting the broader discretionary basket. “They interviewed him the day before they interviewed me,” Nist continued on the podcast. “And right before my interview, they contacted me, and they said, ‘Hey, we want to talk to you right now, because Gerry just came out and said that his illness was the reason you broke up.’ And I go, ‘What?’ I said, ‘No, it wasn’t that.’ There was zero conversation about that being in it.” Do you view Apple as a growth stock? Would you put it in that growth stock bucket?
