Chris Wang of Runnymede Capital highlights Warby Parker (WRBY) as Google’s Gemini-powered AI glasses create opportunities to drive store traffic, eyewear sales and additional services. He also discusses Kroger (KR) as a turnaround story focused on lower prices, private-label products and AI-driven efficiencies, and Keurig Dr Pepper (KDP) as its planned separation of the coffee and North American beverage businesses could unlock distinct growth opportunities.
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