Consumer health
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JPMorgan Chase & Co. (JPM) Presents at The BancAnalysts Association of Boston Conference Transcript
Seeking Alpha· 2025-11-06 19:06
Group 1 - The consumer health appears to be in good shape despite some signs of softening in the labor markets [1] - Recent data points indicate resilience in consumer spending across different income segments [1]
The Clorox Company (CLX) CEO Linda Rendle presents at dbAccess Global Consumer Conference Transcript
Seeking Alpha· 2025-06-04 13:52
Core Insights - The Clorox Company is experiencing a challenging consumer environment, with expectations of lower growth in their categories compared to historical trends [5]. Group 1: Consumer Health Assessment - The company anticipates that consumers will face increased pressure, leading to a projected category growth of only 0% to 1%, down from the typical 2% to 2.5% [5]. - The first half of the fiscal year has confirmed these expectations, reflecting the overall strain on consumer spending [5]. - Changes in consumer dynamics began to emerge in February, indicating a shift in the market landscape during the third quarter [6].