Visa Inc at Bank of America Global Technology Conference Transcript
We're going to get started. We are very excited to have the CFO of Visa here, Vasant Prabhu, who is also Vice Chairman of the company. And we're going to run through a whole bunch of fireside chat topics, lots of interesting data points coming out of Visa recently.
Questions & Answers
And I guess where I wanted to start with, Vasant, is just we see some of this recent commentary from other companies who are major players in the U.S. economy, a Walmart, a Target. They're talking about consumers making some different choices or maybe trading down in terms of goods that they're buying.
Your 8-K last week showed a continuation of really robust trends in the U.S. from April to May. So is it just that what happens at Walmart and Target is just not significant enough and material enough in the scheme of things to move the needle at Visa? Or
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