Consumer stocks: Finding the winners
Goldman Sachs The Markets
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Analyzing the Influence of Labor Market on Lower-End Consumer Spending and Earnings Season Expectations
Exploring how the labor market affects the consumer sector, emphasizing on lower-end consumers who are price-conscious, driving them towards cheaper products and private labels. The chapter also delves into the upcoming consumer earnings season, highlighting the significance of rational earnings reactions and the rewards for stock pickers choosing the right companies.
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