High energy prices hurt low-end retail spending
The guest argued that elevated gasoline prices, a result of the refining problem, divert consumer spending from discretionary retail into the gas tank, pressuring low-end retailers.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.