Greg Melich

Greg Melich has discussed 8 US public companies across 1 The Real Eisman Playbook episode, per Ticker.id. Top: $WMT, $AMZN, $COST, $AAP, $AZO.

1. The low end is under pressure, the high end's fine, and the middle is limping. That's where the pressure's being felt.

   Greg Melich · The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22

2. Half of consumers still say they won't trust agentic AI to shop for them. Twelve years ago, half said they'd never use their phone to buy stuff.

   Greg Melich · The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22

3. Walmart Plus membership might be about to hit an S-curve. Why wouldn't you get the same product delivered fast and conveniently in an hour?

   Greg Melich · The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22

• $WMT Walmart — 8 mentions
• $AMZN Amazon — 6 mentions
• $COST Costco — 4 mentions
• $AAP Advance Auto Parts — 1 mention
• $AZO AutoZone — 1 mention
• $ORLY O'Reilly Automotive — 1 mention
• $LOW Lowe's — 1 mention
• $MCD McDonald's — 1 mention
• The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22