ROADSHOWS: US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     02 - 18 Dec 25       Senior Semiconductor Analyst - Kevin Cassidy /Rosenblatt Securities   •   London   09 - 10 Dec 25      

Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

The Retail Tracker

Wed 07 Sep 2022 - 15:00 BST

Topics

Optimism reflects:

Healthy consumer and low unemployment

Fashion shift that is in its early stages

Events and back to office driving demand

Cautious reflects:

Inflation still a factor

Promotions stepping up

Shift to services and experience such as Travel