Which stocks float your boat.

Motleyful money starts right now.

I'm Mary Long, joined today by Kirsten Gera.

Kirsten, thanks for joining us on the Tuesday before Thanksgiving.

This week kind of slows down in the corporate world. So, you know, you could be doing a lot of stuff. You could be doing a turkey prep. You could be trying to catch a plane somewhere. And instead, you're here with us. So really appreciate the time. Yeah, thanks, Mary. This was actually my only invitation. So really happy to be here. And we, again, are very glad to have you. We're going to kick things

off today with a look at some different retail companies because we got results from a handful

of different retailers this morning. Best Buy, Dick's sporting goods, Coles, just to name a few.

Dix kind of proving to be the exception of that particular lot, whereas Best Buy and Coles both

slashed full year guidance.

Dix raised its own expectations for sales and earnings for the full year.

What do you make of this?

What do those results tell you about how Americans are spending right now?

Well, my first thought was, this makes sense.

There is a big and growing trend in consumer behavior toward more experiential purchases

and away from material purchases.

You can make the argument that each of these play some role in selling goods that feed

into experiences, but I think Dix certainly stands out in this regard.

Another thing that I think is really true across this lineup and really beyond

into other retailers at large, maybe less so, Best Buy from this list, is this push into

private label products, right? Dix is really seeing strong performance from its private label

business. They set a goal a couple of years ago to reach $2 billion in annual sales.

They reached $1.6 billion in 2023, so they'll likely meet that goal this year.

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