Asit Sharma
speaker
746 appearances
7 recordings
1 series
first heard Nov 2025
last heard 27 Jan
Asit Sharma’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
Motley Fool Hidden Gems Investing · Rule-Breaking Stocks for Your Holiday Shopping List · 2 Dec 2025
podcast
Emily, I don't see it a lot differently than Jason.
The trends that he mentioned are playing out very easy to spot.
Affluent shoppers, they're propping up the overall numbers.
And the more strapped of us are still shopping.
It's just that I think we are exercising more selectivity.
That's what I'm seeing in the marketplace.
Sure, buy now, pay later is increasing as a funding source for strapped consumers.
When we think about selectivity as a phenomenon, that may be what's driving a K-shaped destiny for retailers.
For example, better results from Walmart, symbol WMT, that we saw earlier in the season.
They exercise broad-based pricing.
They can attract affluent shoppers who are
dripping down, and they also keep appealing to those of us who have less to spend.
TJX Companies, they have the selection, and they're really great at getting their inventory from distribution centers into stores on almost a weekly basis.
And Shopify,
SHOP, Shopify is great at choice.
If you have less to spend as a consumer, where will you find the place you will spend your dollars?
Well, with your specific niche interest.
That often comes from a Shopify-based store.
Speaking of larger trends, when you look out at Cyber Week, I saw the data that you did, Emily, and I also looked at some other data, maybe more online commerce-specific from Adobe Analytics.
That seems to suggest that the mega retailers like Walmart, think of Target, Best Buy, Symbol BBY, and Amazon, Symbol AMZN, have been focused this season on moving big-ticket items.
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