Consumer Health: FANTASTIC
Consumer spending is 72% of U.S. GDP, it matter a lot.
Historically, stocks perform well when the economy is performing well. Stocks also perform well when companies have strong revenue growth and other operating metrics. A strong consumer is a key component of overall GDP health & direction. Connect the dots: A consumer who is spending and even accelerating her spending is likely a benefit to great brands via strong revenue growth. Higher revenue growth is a key contributor to stock outperformance. Do you like your stocks to go up? Perhaps you need more exposure to the spending beneficiaries, TOP BRANDS.
The Brands equity strategy can help get you there. Reach out for a chat.