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-$28.15 -52.46%
Paul Cerro's avatar
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Consumer & Retail Weekly Recap #12: 9/25 out now!
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Paul Cerro's avatar
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Nice post. Do you or anyone like $VMEO here? Saw you covered it awhile back. Now down like 90 percent seems kind of intriguing at like 1.2 forward sales with strong gross margins.
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Our newsletter this week
💰 Spending slowed in late spring, rebounded in July
🛍️ Retailers working through excess inventories
📺 Streaming companies pushing into live sports


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Paul Cerro's avatar
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Wow, a $11 billion markdown loss for Amazon on Rivian 👀

I saw one over the weekend and got to meet the woman who designed the full-kitchen in the Rivian Trucks. They are a very impressive product.
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