Marc Rosen

The U.S.

consumer remains resilient.

Data from MasterCard showing retail sales rose 4.1% on Black Friday.

That surpasses last year's 3.4% growth.

So better than last year and better growth as well.

For a boots on the ground look at the consumer, we welcome Mark Rosenthal.

Catalyst Brands CEO, Catalyst is the parent company of retailers like JCPenney, Brooks Brothers, Eddie Bauer, Aeropostale, Lucky Brand, Nautica, you know all the names.

Mark, welcome to the program, thanks for joining us here in studio.

How was Black Friday and how is Cyber Monday shaping up?

It does feel like there's like a 90s comeback story.

I don't know when Aeropostale really hit the first time, but there's definitely a second wave for these kind of brands.

And you own a lot of them.

How is that shaping up and what's driving it?

What are the common themes among the brands?

You've had significant growth over the past few years and you've developed a great portfolio of brands.

What are the common threads behind all of these businesses that you've put together?

So how have you navigated what's been a volatile year in terms of policy?

Tariffs, I imagine, must have a huge effect on the amount you pay for textiles.

How do you equal the hit of that in margins?

So, I mean, good deals for Black Friday and for Cyber Monday is great for the consumer, but you must have to take price somewhere, right?