It's Tuesday, August 18th.

Welcome to Marker Fullry.

I'm Chris Hill with me today, the one and only.

Jason Mouser, good to see you, sir.

Happy Tuesday.

Happy Tuesday. Happy Tuesday, indeed.

We are going to look at Automotive and Home. Happy Tuesday. Happy Tuesday, indeed.

We are going to look at automotive and home improvement, and we're going to do it through

the lens of earnings, but we are going to start with general retail, and that means Walmart.

Let me start with this, Jason.

Early in the pandemic, the first show that I binge watched with my family was Parks and Recreation. My favorite character on the show is Ron Swanson and in the universe of Parks and Rec

Ron Swanson's favorite retail location is a store called Food and Stuff.

And as he says on the show, it's where I buy all of my food and most of my stuff.

And I say all that because if Walmart's first quarter report was about food and it was

This second quarter report that we got this morning seemed to be about stuff

Walmart sold a lot of stuff.

So much stuff that their e-commerce sales nearly doubled.

Yeah, yeah, well, I mean, I stand by, you know, well I mean I I stand by you know what I the scenario I kicked you guys earlier in the in the slack channel right I mean this is for any family guy fans out there. This is basically like the Ali the

Ali weather report right like how's the weather out there Ali you know it's raining

thanks Ali well how was how was Walmart's quarter Ali they sold more stuff

thanks Ali because it is

basically that simple I mean they sold more stuff but when you dig into the

...