Karen Finerman

And so now I did not know that. Where do you live in the Palisades? Where do you live?

And so now I did not know that. Where do you live in the Palisades? Where do you live?

And so now I did not know that. Where do you live in the Palisades? Where do you live?

Well, the de minimis is eight hundred dollars. That's what a shipment, anything below $800. So I actually don't know if you aggregate for more than $800. Maybe there's a way around it.

Well, the de minimis is eight hundred dollars. That's what a shipment, anything below $800. So I actually don't know if you aggregate for more than $800. Maybe there's a way around it.

Well, the de minimis is eight hundred dollars. That's what a shipment, anything below $800. So I actually don't know if you aggregate for more than $800. Maybe there's a way around it.

Well, it's interesting to the extent that any of that is about luxury high end goods. If I were Louis Vuitton and that were one of my suppliers, I would be very, very unhappy. So unhappy that I might look for another supplier. So if that is part of their game plan, I think that part is going to end up being very problematic.

Well, it's interesting to the extent that any of that is about luxury high end goods. If I were Louis Vuitton and that were one of my suppliers, I would be very, very unhappy. So unhappy that I might look for another supplier. So if that is part of their game plan, I think that part is going to end up being very problematic.

Well, it's interesting to the extent that any of that is about luxury high end goods. If I were Louis Vuitton and that were one of my suppliers, I would be very, very unhappy. So unhappy that I might look for another supplier. So if that is part of their game plan, I think that part is going to end up being very problematic.

But for other things, I know these manufacturers are just carpet-bobbing TikTok. Every 40 seconds, yeah.

But for other things, I know these manufacturers are just carpet-bobbing TikTok. Every 40 seconds, yeah.

But for other things, I know these manufacturers are just carpet-bobbing TikTok. Every 40 seconds, yeah.

No, I actually was a little surprised that American Express was good because I would have thought the correlation between the LVMH consumer and American Express was high and that Louis Vuitton in the U.S. was amiss. In Asia, it was a disaster, but it was a miss, meaning, well, they were expecting for, it was about four percentage points low on same-store sales, or comps, rather.

No, I actually was a little surprised that American Express was good because I would have thought the correlation between the LVMH consumer and American Express was high and that Louis Vuitton in the U.S. was amiss. In Asia, it was a disaster, but it was a miss, meaning, well, they were expecting for, it was about four percentage points low on same-store sales, or comps, rather.

No, I actually was a little surprised that American Express was good because I would have thought the correlation between the LVMH consumer and American Express was high and that Louis Vuitton in the U.S. was amiss. In Asia, it was a disaster, but it was a miss, meaning, well, they were expecting for, it was about four percentage points low on same-store sales, or comps, rather.

And so that's a miss, and I would have thought AXP would, that customer would overlap directly, and that wasn't the case.

And so that's a miss, and I would have thought AXP would, that customer would overlap directly, and that wasn't the case.

And so that's a miss, and I would have thought AXP would, that customer would overlap directly, and that wasn't the case.

That's not been a good one for me, but I look at LVMH versus Kering, for example. So you have two conglomerates, each has extraordinary brands. Kering has really struggled with Gucci. And that is the main driver of their business. And it's just been a disaster for a couple of years. So, I mean, we're talking about like revenues down 20. Revenues. That's enormous.

That's not been a good one for me, but I look at LVMH versus Kering, for example. So you have two conglomerates, each has extraordinary brands. Kering has really struggled with Gucci. And that is the main driver of their business. And it's just been a disaster for a couple of years. So, I mean, we're talking about like revenues down 20. Revenues. That's enormous.