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Consumer Experiences

All articles tagged with #consumer experiences

finance1 month ago•17 min saved

Goldman Sachs bets on tangible experiences as 36 non‑AI stock winners

Goldman Sachs’ note identifies 36 US stocks across four in-person-experience clusters—movies/entertainment, hotels/resorts/cruises, casinos/gaming, and specialized leisure services—each with market caps above $2B and seemingly less exposed to AI disruption. The list includes Disney, Live Nation, Liberty Media Formula One, TKO Group, Braves/MSG entity stocks, Sphere, and MSGS; hotels such as Marriott, Royal Caribbean, Hilton, Carnival, NCLH, Wyndham, and Travel + Leisure; casino operators LVS, MGM, WYNN, CZR, CHDN, PENN, and MOI; and leisure/fitness names like Planet Fitness and Vail Resorts. Goldman notes a median 12x forward EBITDA valuation in this theme and has posted roughly 17% YTD returns versus about 11% for the equal-weight S&P 500, suggesting selective value remains in these non‑AI beneficiaries. The bottom line: investors should do homework on all 36 names now, not just chase the AI hype.

via Yahoo Finance|

#consumer-experiences #entertainment-hospitality #finance

business-retail2 years ago•1 min saved

Abercrombie & Fitch's Strong Sales Momentum Continues

Abercrombie & Fitch forecasts strong revenue growth for the year, citing robust demand for its apparel brands following a successful holiday season and strong spring start in the US. The company's focus on reducing inventories, introducing fresh styles, and enhancing customer experiences through marketing and digital investments has contributed to its optimistic outlook. Despite potential challenges such as higher shipping costs due to the conflict in the Red Sea, Abercrombie expects first-quarter net sales growth in the low double digits and anticipates net sales growth of 4% to 6% for fiscal year 2024.

via Yahoo Finance|

#abercrombie-and-fitch #apparel-demand #business-retail

business3 years ago•1 min saved

Disney's Layoffs: 7000 Jobs Cut and Metaverse Division Shut Down.

Disney has shut down its metaverse division and laid off around 50 staff from its Next Generation Storytelling & Consumer Experiences unit. The company is expected to lay off a total of 7,000 employees this year as part of its cost reduction strategy. A second round of layoffs is expected next month, and a final one in the summer.

via GamesIndustry.biz|

#business #consumer-experiences #cost-reduction