Henry’s Picks as Consumer Shifts Towards Goods: MDLZ, CL

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24d ago 6:20

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“The consumer is in decent shape…and the hard data is not showing anything dramatic,” says Sarah Henry – but sentiment is dramatically changing, and she says that tends to precede a shift. She also sees an underlying trend in consumer behavior back towards goods and away from services amid tariff concerns. Her picks include Mondelez (MDLZ) and Colgate-Palmolive (CL).

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