While retail spending has boosted staples and durables alike, we believe that discretionary durables have been the prime beneficiary of changing lifestyles and spending patterns, with skyrocketing sales and inventory outages that may not reach equilibrium even in 2022.
Dec
07
2021
Research Preview: Discretionary Durables
tags
Bubbles Recreational Goods Discretionary Durables Personal Consumption Expenditures Price Change Sales Growth Cumulative Return Spread Cyclical Stocks Valuations Home FurnishingsLogin
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