STORY: "Looking at kind of the state of US retail today, I think the the underlying message is that there's still a healthy consumer out there, but they're a little bit more particular about where they're spending money. You know specifically, they're flocking to companies that provide them a high combination of value quality and goods that they quite frankly need that they didn't overindulge in during the pandemic years," adds Stucky for why he likes Costco, Amazon, and Walmart.