Dear Reader,
Circle October 1 on your calendar.
Because on that day, a plan quietly set in motion by President Trump could trigger a $100 trillion transfer of government-owned wealth into the public markets.
Oil. Natural gas. Lithium. Gold. Rare Earth Minerals. Timber. Even land rights.
All of it... sitting idle for decades... may soon be auctioned, leased, or sold.
This isn't speculation.
The Department of the Interior has confirmed the initiative. Dozens of deals are already underway... with one tiny stock already up 3,700% since the beginning of the year.
And the leaked federal paperwork points to October 1 as a major inflection point.
And if I'm right (as I've been many times before) early investors could capture decade-sized gains in just months.
But only if they act before this story becomes front-page news.
My team has uncovered some of the best opportunities, including one $10 stock backed by one of the most powerful investors on Wall Street.
Click here to see what's unfolding and how to prepare.
Sincerely,
Whitney Tilson
Editor, Stansberry Research
P.S. Every week, I see more news breaking about this story: more land surveys, more energy leases, more executive orders tied to what I call "The US: IPO."
Even Doug Burgum, Trump's Secretary of the Interior, confirmed it, saying:
"We might have $100 trillion in assets... and our return right now is almost nothing."
That is about to change. But to be early... and potentially profit from it ...you must act before October 1.
Click here to get my full analysis and see the $10 stock I'm recommending for free.
Back-to-School Shopping Hits $40B: 3 Retail Stocks to Watch Now
Written by Chris Markoch. Published 9/3/2025.
Key Points
- Back-to-school shopping is projected to hit $40 billion in 2025, a key indicator of consumer confidence and economic health.
- Walmart and Costco are capitalizing on value-driven demand, benefiting from omnichannel growth and membership retention.
- Lululemon’s upcoming earnings will reveal how resilient premium retail remains amid rising economic pressure.
It may not rival the holiday season, but back-to-school shopping ranks a close second for retailers. It's more than just pencils, backpacks, electronics, and sneakers—it's a bellwether for consumer health as we head into year-end.
According to Statista, American consumers are expected to spend around $40 billion this back-to-school season—roughly $858 per American household on school supplies.
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Investors, however, need to be selective among retail stocks. Pricing power, business models, and brand appeal separate the leaders from the laggards. Fortunately, several blue-chip names stand out, making them worth watching through the end of the year.
Here are three retailers—Walmart Inc. (NYSE: WMT), Costco Wholesale Corporation (NASDAQ: COST), and Lululemon Athletica Inc. (NASDAQ: LULU)—that are earning top marks this season.
Walmart Continues to Capture Everyday Spending
Walmart's second-quarter fiscal 2026 earnings reflected a strong back-to-school season. CEO Doug McMillon said the company felt good about "units and dollars sold and inventory sell-through," noting that key school supplies were priced lower year over year, with one-stop-shop kits available for under $65.
E-commerce was a major bright spot, posting double-digit growth. Management also highlighted how its omnichannel strategy—blending in-store, online, and pickup options—is becoming increasingly critical to the business.
Despite these gains, WMT stock is up just over 9% in 2025. Lower-income consumers remain under pressure, but Walmart benefits from the "trading down" effect, drawing in higher-income shoppers seeking value. This dynamic should support continued same-store sales growth and margin stability.
Costco's Membership Model Will Keep Revenue Strong
Costco might not be the first retailer that comes to mind for back-to-school, but its bulk-buying model offers unmatched convenience and savings. If a typical member spent the $830 average this season, it would equal ten times the basic membership fee.
Seasonal shopping events like back-to-school and the holidays drive traffic, often translating into new memberships and higher renewal rates. With renewal rates above 90% in North America—where membership fees account for the majority of operating income—even modest seasonal sign-ups can have an outsized impact on profitability.
COST stock is up 3.6% year-to-date, and as long as Costco continues converting seasonal shoppers into long-term members, the stock could see further gains.
Lululemon Will Be a Barometer of Premium Lifestyle Spending
Athleisure has become a staple in students' wardrobes, putting Lululemon in the spotlight this back-to-school season.
It's been a challenging year for LULU stock, which is down 48% year-to-date. Increased competition in athleisure has made it harder for the company to maintain its premium positioning.
However, the stock has risen about 1% in the last month, suggesting a potential rebound. Investors will be watching Lululemon's upcoming September 4 earnings release to see if the company can sustain revenue and earnings growth as consumers seek value over labels.
Importantly, Lululemon caters to a more affluent demographic that may be less sensitive to inflation and higher interest rates. If that holds true, the company could still deliver solid year-over-year performance.
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