From Resilient Retailers to Struggling Brands - A consumer sector deep dive

We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by inflation and interest rates. But there are still shining lights and wealth to be created in the right places. In this episode of “Magellan in the Know,” Emma Henderson, acting head of Magellan's Consumer Franchises and Healthcare team, is joined by Investment Analysts, Tracey Wahlberg and Lucina Martin, for a discussion into the complexities of the current consumer landscape. They share key factors influencing market caution, the impact of inflation on consumer behaviour, and the investment opportunities emerging amidst these challenges. From the resilience of retail giants like Costco and Amazon to the challenges for iconic brands like Nike and Estee Lauder, the team provide valuable insights for investors navigating a volatile market.