U.S. Equity Strategy_ Food for Thought_ Which Sectors Are Expected to Drive EPS Growth in '25_
DrakeStar·2025-01-15 07:04
12.8% 17.7% 17.1% 10.6% 6.4% 10.5% 9.9% 5.0% 4.0% 8.1% 20.9% 16.2% 19.4% 16.1% 4.1% -8% -4% 0% 4% 8% 12% 16% 20% Consensus EPS Growth (FY25/FY24) EPS y/y Prepandemic 7y Median BigTech = Meta, Apple, Nvidia, Microsoft, Amazon, Alphabet. CONDx = Discretionary w/o Amazon. Data as of 1/6/2025. Source: LSEG Data & Analytics, Bloomberg, Barclays Research Equity Research Equity Strategy 10 January 2025 U.S. Equity Strategy Food for Thought: Which Sectors Are Expected to Drive EPS Growth in '25? With 4Q24 earnings ...