Consumer Stock Bosses Reinforce 'K-Shaped' Bifurcation Theme
Consumer Stock Bosses Reinforce ‘K-Shaped’ Bifurcation Theme A bifurcated consumer landscape is one of the top themes (besides everything AI) of the third-quarter earnings season. Even though most consumer companies beat expectations and raised FY25 guidance, notably Dollar General, Five Below, and Ulta, management teams highlighted an unsettling financial squeeze on working-class and lower-income consumers. Readers have seen in […]
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