Walmart (NYSE:WMT), Target (NYSE:TGT), and Nike (NYSE:NKE) are worth watching as well. Despite the numerous layoff announcements, inflation's impact on consumer budgets, and fading appetite for certain discretionary goods, retailers like Amazon (NASDAQ:AMZN) experienced their best Black Friday weekend ever. I think the impressive Prime Day signifies that the consumer isn't ready to succumb to macro headwinds, and if the Fed can achieve a soft landing, a late-year 2023 economic rebound may very well be in the cards.