WTR Consumer Monthly — When the Bar Is on the Floor: Finding Value in Small-Cap Consumer's Most Beaten-Down Names
About this episode
Doug Lane discusses the May edition of the WTR Consumer Monthly, focusing on sector health and consumer sentiment.
Send us Fan Mail Doug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valuations, and how currency trends are creating a split picture for global consumer companies. The ce...
People in this episode
Host: Tim Gerdeman
Guest: Doug Lane
Topics covered
- small-cap consumer
- sector health
- earnings
- valuations
- currency trends
- consumer sentiment
Keywords
- small-cap
- consumer
- valuations
- earnings
- currency trends
- consumer sentiment
- WTR Consumer Index
Mentioned in this episode
Organizations: Water Tower Research, WTR Consumer Monthly, WTR Consumer Index
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