Stay-at-home retail trades are in the ‘early innings,’ retail analyst Dana Telsey says

CNBC Trading Nation

They’re among the retailers thriving during the pandemic: Amazon, Walmart and Home Depot. And, long-time retail analyst Dana Telsey believes they have plenty of runway left.

“It is going to be about home, active and electronics, and I think discounters had a terrific second quarter,” the Tesley Advisory Group CEO & chief research officer told CNBC’s “Trading Nation” on Tuesday. “We’re still more in the early innings of it.”

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