ACV Auctions Inc. Class A Common Stock

Applied Materials Inc

Bank of America Corporation

BJs Wholesale Club Holdings, Inc. Common Stock

CarGurus, Inc. Class A Common Stock

Cisco Systems, Inc. Common Stock (DE)

The Estee Lauder Companies Inc. Class A

Foot Locker, Inc.

Robinhood Markets, Inc. Class A Common Stock

Henry (Jack) & Associates

Kohls Corporation

Lowe's Companies Inc.

Ross Stores Inc

Spectrum Brands Holdings, Inc.

TJX Companies, Inc. (The)

Toast, Inc.

Walmart Inc.

💰 Spending slowed in late spring, rebounded in July
🛍️ Retailers working through excess inventories
📺 Streaming companies pushing into live sports

$JKHY $KSS $BJ $WMT $ROST $BAC $TOST $HDTGT $CSCO $EL $HOOD $WMT $SPB $TJX $LOW $FL $AMAT $CARG $ACVA

[https://thetranscript.substack.com/p/08-22-2022-under-pressure-free](https://thetranscript.substack.com/p/08-22-2022-under-pressure-free)

Inflation and rising interest rates putting pressure on the economy

https://thetranscript.substack.com/p/08-22-2022-under-pressure-free

Under Pressure

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Erick Mokaya