The holiday season is in full swing, and all eyes are on the retail industry. John Gagliardi, Regional Brokerage Consultant at Fidelity, stopped by to give us a retail roundup.
Gagliardi points out that internet retail has led the way, but specialty retail has shown signs of life. He analyzed the performance of the XRT ETF, which has a variety of online and brick-and-mortar retailers including Amazon and Macy's. With a price to earnings ratio of just 11 for Macy's, Gagliardi says this could represent a value opportunity for investors.
It's important to remember that most sectors and industry groups participate in a bull market, he says. Gagliardi shows us the performance of the IBUY ETF, focused on online retailers only, and highlights that it performed much better than XRT.
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Chiza Vitta, Managing Director Global Analytics at S&P Global Ratings joined Cheddar to discuss S&P's recent Megatrend findings and other 2025 predictions.
Greg O'Hara CEO at Certares joined Cheddar to discuss his personal experience with Wellness Tourism and his predictions for the future of the growing industry.
Meghna Maharishi, Airlines Reporter at Skift, answers your biggest questions about what is happening since Spirit Airlines filed for bankruptcy. Watch!
Managing Director at Wells Fargo, Adam Davis, joins Cheddar to discuss how both the consumer and retailer are approaching shopping's busiest time of the year.
