Goldman Sachs The Markets cover image

Consumer stocks: Finding the winners

Goldman Sachs The Markets

00:00

Analyzing Investor Behavior in Consumer Stocks

Exploring how investors reward companies excelling in various areas, with particular emphasis on travel and apparel sectors benefiting and challenges faced by those linked to interest rate-driven purchases. The chapter highlights the significance of top-line performance and revisions for stock market rewards.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app