Greg Melich

Senior Managing Director & Analyst, Retail Broadlines & Hardlines, Evercore

Search every verified Greg Melich interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Greg Melich, Senior Managing Director and Analyst at Evercore, appeared on episode 65 of The Real Eisman Playbook podcast on June 18, 2026, alongside fellow Evercore analysts Michael Binetti and David Palmer. During the discussion, Melich covered big-box retailers including Walmart, Amazon, Costco, and Home Depot, describing their combined addressable market as approximately $5.5 trillion. He noted that retailers have improved their inventory management and supply chain operations since the COVID-19 pandemic, and suggested that department stores may no longer be the "punching bag" they have been for investors over the past decade, expressing cautious warming to Macy's. Melich also commented on Best Buy, saying the company has done a good job of "shrinking themselves into survivability" by trimming stores and focusing on service and categories where it can differentiate, such as home theater. Melich also discussed the housing market's impact on Home Depot, observing that many consumers hold mortgages at 3.5% or lower, which has kept housing sales depressed and limited near-term growth for the retailer despite its investments in the professional side of the business. He characterized Walmart as performing extremely well, attributing this to middle-income consumers trading down to the retailer and to Walmart's ability to deliver products to customers the same day, a capability he suggested few competitors possess. Melich concluded that Walmart's membership program is poised for growth.