Retail Focus 10/31/21 – O’Reilly’s Sales Increase; Sherwin-Williams Fights Through Shortages; Dollar Tree & Instacart

Layton re-joins the show this week as we dive into specialty retail. First, it’s a quarterly look into the automotive retail segment as O’Reilly’s produces strong sales numbers but warns that inflation may soon have a limiting effect on sales growth. Conversely, Sherwin-Williams is experiencing demand but a lack of raw materials to meet said demand and we speak to how they are seeking to retain customers through such conditions. To close, we look ahead at Tanger and Simon earnings and an expanded partnership between Instacart and Dollar Tree (and some limitations thereof).

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