Jenna Giannelli
Head of Retail Consumer Credit at Morgan Stanley, providing expertise on consumer dynamics and retail sectors.
Best podcasts with Jenna Giannelli
Ranked by the Snipd community
10 snips
Jan 24, 2023 • 10min
U.S. Retail: A Tale of Two Halves
Jenna Giannelli, Head of Retail and Consumer Credit, and Alex Straton, U.S. Soft Lines Retail Equity Analyst, discuss the impact of tighter monetary policy on U.S. consumer consumption and the outlook for the soft lines industry in 2023. They delve into the 'tale of two halves' for the year, analyzing high yield retail opportunities, inventory levels, and company-specific factors using the Five C's Framework for evaluation.
