The Analysts Reunited: Strong Sales, Sour Sentiment, and Tough Turnarounds

The Analysts are back. Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders join Steve Dennis and Michael LeBlanc to make sense of a contradictory earnings season: strong results, miserable sentiment. The panel digs into the K-shaped economy, GLP-1's halo across apparel and beauty, the resets at Lululemon and Nike, Macy's fragile turnaround, the wholesale comeback, AI's reality check, and why scaled value players keep winning.