ClearBridge Analyst Rob Buesing explains the defensive characteristics of consumer staples companies and where he sees stock opportunities across the beauty and food and beverage industries as China reopens but a U.S. recession looms.
May 2024
Consumer stocks: Finding the winners
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris ... Show More
7m 59s
Nov 2022
Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More
22m 45s
Nov 2021
165. Q&AF: Best Traits For Business, Approaching Losses & Identifying Advantages Against Big Sharks
In today's Q&AF episode, Andy answers your questions on the traits he looks for in a person when hiring them, how to approach a devastating loss in business & life, and the advantage brick-and-mortar companies have when facing larger companies in the same industry.
25m 53s
Dec 2017
Box’s CEO on Pivoting to the Enterprise Market
Aaron Levie, the CEO of Box, reflects on the cloud storage company’s entry into the enterprise market. He was skeptical about pivoting away from consumers, and it was challenging. But by staying disciplined with the product and deeply understanding market trends, they've made the ... Show More
18m 32s
Jul 2022
Michelle Weaver: Checking On The Consumer
As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers.
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Welcome to Thoughts on the Market. I'm Michelle Weaver, a U.S. equity strategist for Morgan Stanl ... Show More
4m 9s
Apr 2022
Which Consumers Will Buy | Retail Reborn Season 2
McKinsey’s head of retail practises in Central and South America Tracy Francis, luxury analyst Erwan Rambourg and Warby Parker’s SVP of retail Sandy Gilsenan join Doug Stephens, founder of Retail Prophet, to examine the global forces redefining consumer behaviour and circumstance ... Show More
38m 23s