"The guest argued that incorporating intangible value metrics—such as brand equity, network effects, and intellectual property—helps investors avoid traditional value traps and identify true disruptors."

"The bull case for Macy's rests on its 'edit to amplify' strategy, where closing underperforming stores and focusing on high-margin luxury segments like Bloomingdale's drives profitability."

"Resilient US retail sales are increasingly driven by high-income households and a declining savings rate, masking pressures on lower-income consumers."