Fitch Ratings' Monica Aggarwal on U.S. Retail

The video discusses the current state of the retail sector, highlighting strong performances by companies like Target and Walmart, driven by e-commerce and omnichannel strategies. It contrasts these successes with challenges faced by traditional retailers like Macy's and Kohl's. The discussion also covers consumer behavior, economic factors, and the potential impact of tariffs on the retail industry. The importance of adapting to changing consumer preferences and economic conditions is emphasized.

What factors contributed to the strong performance of companies like Target and Walmart?

How have consumer spending patterns changed according to the text?

What challenges are retailers like Macy's and Kohl's facing?

Discuss the impact of tariffs on retailers as mentioned in the text.

What does the text suggest about the future of physical retail?