Sector

Consumer Discretionary Research Hub

The Consumer Discretionary sector is currently defined by a divergence between resilient 'Exclusive Luxury' segments and broader macroeconomic pressures, including persistent inflation and variable consumer confidence. Affluent cohorts in the U.S. maintain stable consumption, while travel-related spending remains a protected budget priority despite broader volatility in European markets. Strategic focus has shifted toward pricing elasticity and margin expansion through efficiency, though institutional skepticism remains regarding the durability of a luxury demand turnaround. Concurrently, the sector is navigating structural shifts such as the disruptive impact of GLP-1 medications on restaurant demand and the integration of AI within retail operations. Investors are increasingly relying on high-granularity data—such as the updated JPMC spending indices—to parse Y/Y growth across income cohorts amidst tactical adjustments in automotive and industrial forecasts.

1191 reports available

Consumer Checkpoint

Bank of America Institute·Jul 10, 2026

June saw strong 6.3% YoY consumer spending growth, bolstered by the FIFA World Cup and discretionary services. Wage and spending gaps between income cohorts continued to narrow, with lower-income households showing particular resilience.

The Point for Europe

Citi·Jul 8, 2026

This report provides equity research updates on European companies across various sectors, including updates on anti-dumping tariffs for the tire industry and corporate rating changes.

European Luxury Goods

J.P. Morgan·Jul 6, 2026

This report provides a Q2 2026 update on luxury sector data trends, highlighting sequential resilience in US, Japanese, and Korean consumer spending alongside volatility in China. It includes high-frequency data tracking across pricing, website traffic, and organic growth.

Weekly Spending Update Through Jun 27

Bank of America·Jul 2, 2026

Bank of America's latest weekly spending report indicates a 7.0% year-over-year increase in household card spending for the week ending June 27, 2026. The data highlights significant growth in online retail and electronics, partially attributed to Prime Day promotional timing.

US Equity Strategy Data Pack

Morgan Stanley·Jul 2, 2026

This report details Morgan Stanley's US equity strategy for July 2026, highlighting a market-wide 'rolling recovery' supported by broadening earnings growth.

Consumer Specialist Sales Update

Goldman Sachs·Jun 29, 2026

This report provides a specialist sales update on the consumer sector, focusing on EssilorLuxottica's valuation, Ahold Delhaize's forecast cuts, and updates on global luxury and staples brands.

Demographics To Demand

Goldman Sachs·Jun 22, 2026

Luxury and Lifestyles

UBS·Jun 8, 2026

Europe First to Market

J.P. Morgan·Jun 22, 2026

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