2min chapter

Goldman Sachs The Markets cover image

Consumer stocks: Finding the winners

Goldman Sachs The Markets

CHAPTER

Analyzing Consumer Behavior and Sector Performance

Exploring the impact of rising rates on consumer behavior, the chapter delves into differences across income demographics, particularly in big ticket purchases versus other spending categories. Additionally, it discusses the growth in travel and services sectors, investor enthusiasm for the travel trade, and the revival of apparel trends.

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