Contextualizing the Consumer Correction


In an effort to make sense of the market moves of the past few weeks, sharing some data on where we are today and what might lie ahead for consumer companies.

While pain has been felt across many portfolios, alpha generating opportunities remain up for grabs. To quote the wise words of our elders, “May you live in interesting times…and may you find what you are looking for!”

Note: Data reflective of May 13, 2022. This does not constitute investment advice.

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