From Retail To Restaurants: Goldman Names Ten Consumer Themes, Stocks To Track In Back-to-School Season

Goldman Sachs consumer specialist Scott Feiler noted that consumer discretionary stocks "acted great" last week, outperforming meaningfully during the GS Retail Conference. However, the optimism appears to have faded, with momentum slowing this week as consumer stocks digest positioning and mixed macro signals (labor market deterioration).

Feiler highlighted several themes for investors to track into the back-to-school season, alongside stock-specific developments across retail, restaurants, and beverages, to better gauge positioning risks and opportunities.