EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

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