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Jack of All Trades: SKORE 02.19.2026

Walmart: Omnichannel dominance meets AI-powered commerce—Sparky agent driving 35% higher AOV, advertising $8B run-rate, but consumer bifurcation (sub-$50K stressed) + tariff/pharmacy headwinds cap upside. Deere: Cyclical bottom confirmed (large ag -15-20% offset by construction +34%, small ag +24%)

Jack of All Trades: SKORE 02.19.2026

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