US retail sales rose by 0.2% in February, below economists’ growth forecasts of 0.6% for the month; the University of Michigan’s preliminary consumer sentiment reading for March saw the index fall to 57.9. TD Cowen senior research analyst Oliver Chen shares his top picks in the retail sector. Madison Mills and Bullseye American Ingenuity Fund portfolio manager Adam Johnson assess how consumers, operators, and luxury brands are navigating trade tariff pressures.
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