Jagshemash! Borat Investigates Retailers Offering Most Bang for Buck in America

Is Very Nice and High Five!

Jagshemash my name is Borat Sagdiyev and I come to you with important news from the land of America! Retailers they are feeling the ouch ouch of big tariffs like when I try to hug a feminist! But do not worry analysts say those with loyal shoppers will make boom boom like my sister when she sees a tractor! SPDR S & P Retail ETF it go down 3.9% this year like my pants on national television! But it rebound 15% in last month like when I find Pamela Anderson! Investors want opportunities so they look for quality products at modest prices like my mustache wax!

It is Year of 'AND'!

TD Cowen analyst Oliver Chen he say it is year of 'and'! Retail needs both needs and wants like I need a wife and a car that can outrun police! He say retailers must blend food and discretionary like I blend horse milk and vodka! Also he mention 'intensification of bifurcation' meaning strength at high end and strength at retail with exceptional value like my country: strong in traditions and strong in... other things! But high five it is nice.

Costco and Walmart: King of the Castle!

While many retail stocks go down Costco and Walmart say 'I love you' to trends and even outperform S & P 500! Costco is very nice! You buy general merchandise jewelry TV beauty and Kirkland food! Rock bottom high value! Walmart I buy iPad Burberry perfume and used Hermes like I am very fancy man! They give everyday low price like when I sell my neighbor's goat!

BJ's: The Great Success!

Oliver Chen like BJ's more than Costco because it scale its store footprint and offer wider grocery like a beautiful woman with a full fridge! He calls BJ's the best retail idea for 2025! But remember both Costco and Walmart are expensive like my suits very sexy!

BJ's is Safe Haven: Run to It!

JPMorgan analyst Christopher Horvers he say BJ's is safe haven from macroeconomic concerns like running from angry mob with pitchforks! He has $123 price target for BJ's like my dreams of marrying a Hollywood star! BJ's benefit from grocery and hyper value seeking consumer like me seeking free vodka at wedding!

Boujee on a Budget! Very Nice!

Beauty market is attractive because of the need for replenishment and loyalty like me and my love for Pamela Anderson! Oliver Chen call Elf Beauty 'czar of beauty'! They make products like luxury brands but cheap like my suits: look expensive but made of yak hair! To be 'Boujee on a budget' is very nice! It like trading up and trading down! Very good! And maybe one day I find love with real American woman not just my sister!