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5 Things to Know in Investing This Week - The Fed Does Not Have Inflation Under Control Issue

Underlyings
Dillard's Inc. Class A

Dillard's is a fashion apparel, cosmetics and home furnishing retailer. The company operates Dillard's stores, including clearance centers, and an Internet store providing a selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The company also operates a general contracting construction company, a portion of whose business includes constructing and remodeling stores for the company Most of the company's stores are located in suburban shopping malls and open-air centers. Customers may also purchase the company's merchandise online at its website, www.dillards.com, which features online gift registries and a variety of other services.

Macy's Inc

Macy's is an omnichannel retail organization operating stores, websites and mobile applications under three brands (Macy's, Bloomingdale's and bluemercury) that sell merchandise, including apparel and accessories (men's, women's and children's), cosmetics, home furnishings and other consumer goods. The company's wholly-owned bank subsidiary, FDS Bank, provides certain collections, customer service and credit marketing services in respect of all credit card accounts that are owned either by Department Stores National Bank, a subsidiary of Citibank, N.A., or FDS Bank and that constitute a part of the credit programs of the company's retail operations.

Nordstrom Inc.

Nordstrom is a fashion retailer providing a selection of brand-name and private label apparel, shoes, cosmetics and accessories for women, men, young adults and children. The company serves customers through two businesses: Full-Price and Off-Price. The company's operations consist of the company's Nordstrom U.S. and Canada full-line stores, U.S. and Canada Nordstrom Rack stores, Jeffrey boutiques, Last Chance clearance stores, Trunk Club clubhouses and Nordstrom Local. Additionally, customers are served online through Nordstrom.com, Nordstromrack.com, HauteLook and TrunkClub.com.

Peloton Interactive Inc. Class A

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Analysts
Gary Brode

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