Sector Story

Costco and Zumiez were able to benefit from their strong June comps, while Walgreens Buckle and L Brands went the other way.
Most names in the red-hot sector have top-line growth of 2% or less.
Automation and efficiency is a mega trend. 
We may still have a way to go, but we're closer now than six weeks ago.
Amazon Prime Video's growth prospects should remain intact because it is just a carrot to bring in more Prime subscribers. 
A potential decline in mortgage rates should provide the push needed to boost the number of new buyers in the housing market.
Apple Music covets Tidal's roster of exclusive artist and a marrying of the two would make music accessible to more fans.  
Durant's decision to join Curry's basketball team comes just two years after Durant declined to join Under Armour's endorsement team. 
Americans are expected to spend about $71.34 per household on the festivities alone. 
Tractor Supply's negative update suggests risk to comps of both its main rivals. 

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