Is anyone looking at shorting retailers until early 2026? I'm surprised at the high PE Mr. Market is giving many retailers. Lots of articles say the supply constraint of tariffs on China is a week or two away, with price increases or bare shelves happening by then. I read an article that stated if the tariffs last another two weeks, Christmas stock from China could be down by 50%, since April to July is the time those things are being manufactured. I know Walmart stated early on in the tariff talks that they had some plans in place to deal with supply constraints, and I don't doubt they'll make it through the season intact. But I find it hard to see a lot of extra growth to support the currently high PE ratios given the tariff headwinds. Are there other retailers I should look at also?

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