The Analysts are back. Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders join Steve Dennis and Michael LeBlanc to make sense of a contradictory earnings season: strong results, miserable sentiment. The panel digs into the K-shaped economy, GLP-1's halo across apparel and beauty, the resets at Lululemon and Nike, Macy's fragile turnaround, the wholesale comeback, AI's reality check, and why scaled value players keep winning.