nike tn Core retail sales (ex. Auto, gasoline receipts, building materials) has recently ramped consistently since September (+0.6% in November)The strength in the November numbers should trump the modest downward revisions to October numbers (which still seemed favorable)Building material sales were strong (+1.5% m/m)Consumers still very picky in doing what they are buying. Gonna department stores for accessories and great deals (sales at shopping malls were positive) but shunning clothing stores (very few deals) and furniture.
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