There is little question that the consumer has held up better than most feared entering 2023. As a result, many of the companies in the consumer sector that have reported thus far have been able to navigate this environment due to conservative assumptions heading into the year.
Industrials generally continue to outpace conservative expectations that were set heading into 2023. Companies in this segment are starting to take the worst-case scenarios off the table and out of their guidance ranges as the economic environment is holding up well enough to garner some cautious optimism.
Leverage the experience and expertise of our team.
A strategic consultancy accelerating value realization globally
About Corbin
Advisory Solutions
Subscribe to Inside The Buy-Side®
Access insights in our regularly published research, which captures trends in institutional investor sentiment globally.