高盛：美洲周期性消费品_2025年展望后的常见问题解答

6 January 2025 | 1:23AM EST Americas Consumer Cyclicals FAQs following our 2025 Outlook On Dec 10, 2024, we published our 2025 Consumer Outlook along with individual sub-sector outlook reports, wherein we argued that discretionary stocks should outperform defensive/consumable stocks in 2025. Our thesis was based on a still strong consumer outlook and a normalization of share of wallet between goods and services. Since then, we have fielded several investor questions on a wide range of topics as investors di ...