Episode Details

Discount retailers are crushing it—Ollie’s, Ross, Five Below, and others are moving tons of product and beating Q1 revenue targets by over 3%. But here’s the twist: stocks are falling. Even top performers like Ross and Five Below, which smashed estimates and raised guidance, saw their shares dip after earnings. The market’s ignoring the solid numbers, leaving investors puzzled. Strong business, weak stocks—this is the wild new reality of discount retail.

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