Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Lowe's Companies | 10-Q: Q3 2025 Earnings Report
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Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
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Walmart Rolls Back DEI Efforts and Policies
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
Express News | Shares of Homebuilders and Housing-linked Stocks Are Trading Higher Amid a Drop in Yields
SA Quant Grades Ranks 20 JPMorgan Overweight Consumer Stock Picks
S&P 500, Dow Hit Records Right After Open | Live Stock
Trump's tariffs are worrying! NRF: Could shrink usa consumers' spending power by $78 billion annually
① The National Retail Federation reports that the tariffs proposed by Trump could cost usa consumers between 46 billion and 78 billion dollars each year. ② Tariffs will lead to price increases on outfits, toys, furniture, and other products, which will ultimately be passed on to consumers by retailers; ③ Wall Street investment banks have pointed out that the imposition of high tariffs could severely impact economic growth, and retailers may collectively raise prices.
Shoppers Are Picky Heading Into Black Friday. Retailers Could Win or Lose Big. -- WSJ