Goldman Sachs Sell-side卖方

On the Road with Goldman Sachs Everything we Learned at the 33rd Global Consumer & Retail Conference

Sep 22, 20268 pages页

From the report报告摘录US Consumer Resilience: Consumer spending remains strong despite higher rates/gas prices, with 2027 discretionary cash inflow forecast upgraded to +3.9% (vs. 2026 deceleration), favoring value/convenience sectors.

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