SPG Portfolio
Mercurial go forward strategy
Shell
Plans to open approx. 100 stores in 2025
Tractor Supply
Family owned
Meijer
Ranked Best Retail Store Credit Card
Prime Visa
Will be a grandfather this December
Randy
Provided notice to terminate last Friday
Overstock
Robust site traffic, low conversion, 20% RIF
Overstock
Why did Wayfair launch its tender neutral loyalty program
Capture larger wallet share
Citi Credit Cards in Top 5 Best Retail Store Credit Cards
Costco, Best Buy
Ran a half marathon this year
Rachel
Dependent on partner implementing dynamic pricing
Wayfair
Optimizing logistics to improve gross margins
Wayfair
Started with an $8K investment
Dillard's
Exposure to tariffs (COGS sourced from China / Mexico / Canada) ~ 60%
Best Buy
Ran the Berlin marathon
SPG Credit Card that had the highest rate increase in 2024
Meijer - 400 bps
Had a 5-for-1 stock split in Dec 2025
Tractor Supply
Largest importer of Shell gas
China
Erroneous accounting entries to hide ~$150 million in delivery expenses
Macy's
Voluntarily calls Amit on Sundays
Bryan MacDonald
250 bps increase in APR
Exxon Mobil Smart +
Recently announced a $25 special dividend
Dillard's
Had its IPO on August 5, 1927
Goodyear
Offers first purchase discount of 40% and 7.5% rewards
Kohls
Avid tennis player
Amit Grover