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Which podcasts are discussing ROST?
5 ATTRIBUTED IDEAS · 5 EPISODES · 3 SHOWS
The shows
CNBC Fast Money
Art of Investing
WSJ What's News
Where the discussion went deepest
8 JUN8 JUNART OF INVESTING
Retail real estate requires deep tenant relationships
“Commercial retail real estate is a specialized asset class that relies on institutional relationships and precise micro-location dynamics rather than simple management.”
How To Survive and Thrive as a Real Estate Developer with John McNellis · with John McNellis
Core thesis · 5/5Verify in source →
14 AUG1W AGOCNBC FAST MONEY · 05:00
Retail earnings to reveal consumer nuance
“The panel argued that upcoming retail earnings will show a nuanced consumer picture, with strength in value-oriented basics and weakness in big-ticket discretionary items.”
Key week for retail on deck... And the next test for housing stocks 8/14/26
In depth · 4/5Verify in source →
5 JUN5 JUNCNBC FAST MONEY · 06:17
Data center construction as local retail catalyst
“Jay Sol argued that regional physical retailers located near active data center construction zones experience localized comp store sales tailwinds.”
Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26
In depth · 4/5Verify in source →
15 MAY15 MAYCNBC FAST MONEY · 07:15
Discounters benefit from trade-down and brand elevation
“The guest argued off-price retailers like TJX and Ross Stores are in a sweet spot, benefiting from consumer trade-down and an opportunity to elevate their brand offerings as department stores retreat.”
Stocks Drop, Yields Rise… And Retail Picks Ahead Of Results 5/15/26
In depth · 4/5Verify in source →
21 AUGTODAYWSJ WHAT'S NEWS · 08:40
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