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Investors Urged to Focus on Costco, Walmart Amid Inflation

11/28/2025

Summary

Story summary

Louis Navellier, founder of Navellier & Associates, notes investors face a mixed outlook as Black Friday 2025 approaches amid inflation and shifting consumer spending.
He endorses a concentrated investment strategy focused on Costco and Walmart, citing their strong sales growth amid budget constraints.
Navellier warns against broader retail investments.
He identifies opportunities in AI-related sectors.
He notes that the United States benefits from China's economic slowdown, which is importing deflation.

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Story summary

Louis Navellier, founder of Navellier & Associates, notes investors face a mixed outlook as Black Friday 2025 approaches amid inflation and shifting consumer spending.
He endorses a concentrated investment strategy focused on Costco and Walmart, citing their strong sales growth amid budget constraints.
Navellier warns against broader retail investments.
He identifies opportunities in AI-related sectors.
He notes that the United States benefits from China's economic slowdown, which is importing deflation.