Courtney Reagan

The speaker evaluates the positive divergence in the company's stock performance despite the general decline in furniture sales, noting the influence of macroeconomic expectations.

* Does not constitute investment advice

The speaker interprets Lennar's strong performance at the start of the year and the repercussions of the Trump administration's tariff decisions on the sector.

* Does not constitute investment advice

The speaker scrutinizes the stock performance of companies in the housing sector and the potential impact of rate cut expectations on these stocks.

* Does not constitute investment advice

The speaker analyzes the December retail sales data, noting an acceleration in consumer spending, a 1.3% overall growth, and strong performance during the holiday season.

* Does not constitute investment advice

The speaker examines the company's stock performance as an early 2025 winner despite weak sales in the building and garden supplies category, highlighting the impact of tariff delays.

* Does not constitute investment advice

The speaker reviews the off-price retail segment, highlighting UBS's investment thesis for TJX Companies for the year 2026.

* Does not constitute investment advice

The analysis scrutinizes the jewelry sector outlook, specifically noting UBS's recommendation for Signet Jewelers.

* Does not constitute investment advice

The segment lists companies included in UBS's buy list for 2026, assessing the position of Ralph Lauren within the luxury apparel context.

* Does not constitute investment advice

The speaker evaluates UBS's retail sector outlook for 2026, specifically highlighting the rating for American Eagle Outfitters following its 2025 performance.

* Does not constitute investment advice

The analysis examines the recovery in the lingerie sector, specifically scrutinizing UBS's projection for Victoria's Secret for the upcoming fiscal year.

* Does not constitute investment advice