Hearing again about "prioritizing value"/Mexico and the peso benefiting from reshoring/Other

Here’s what Roz Brewer, CEO of Walgreens and a stock we own where I think I’m the only bull left, said in their call yesterday of note in trying to glean a macro viewpoint. “While we achieved good sales growth and returned to adjusted earnings growth in the quarter, several dynamics created margin pressures that we are factoring into our full year outlo…