Goldman Sachs sees an improved path ahead for retail stocks and offered some ways to play the space. Managing Director Kate McShane said retail stocks should continue to rise in 2025. That's because consumer spending is likely to remain strong as interest rates come down. Plus, some retail stocks should be helped by company efforts to build out alternative revenue streams, she added.
There's a bigger risk than Trump's tariffs that could be 'devastating' for U.S. brands in China, Bernstein says