Bloomberg Businessweek Weekend - April 7th, 2023
Bloomberg Businessweek
00:00
The Top 10 Consumer Disdiscretionary Companies in the US
In the US, there's a consumer bent to things. Sketchers, Gap Stores, Ulta Beauty, and Casey's General Stores all have a different twist in terms of why we're either positive or negative. GFL Environmental is a waste management company that we've got actually a little bit of concern about. The other three are very company-specific stories that go beyond the economic cycle.
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Transcript
