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Nike to Shed Light on Pinched US Consumers as Shares Sputter

“What helps Nike to be relevant more broadly is how many different consumer segments they touch,” said John Zolidis, founder of consumer-focused investment adviser Quo Vadis Capital. It’s not a high-end business and it’s not a low-end business, so “it’s a pretty good indicator of what’s happening out there.”

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Shoplifters and Student Loans Are Toxic Mix for Retail Stocks

That, and an uptick in shoplifting, has John Zolidis, founder of consumer-focused investment adviser Quo Vadis Capital, bracing for choppy performance in retail stocks over the coming months.

“It’s a lot easier to see the bearish scenario coming to pass,” he said. “The consumer has been stronger than expected so far, so it could continue, but the environment’s working against that outcome.”

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