Consumer Discretionary
The Great Pivot: Analysts Bet on 'Goods over Services' as Consumer Balance Sheets Defy Gravity
In a dramatic reversal of the post-pandemic "experience economy," major Wall Street analysts have issued a sweeping upgrade for the Consumer Discretionary goods sector, marking the first time since 2021 that physical products are being prioritized over services. As of February 26, 2026, the consensus among institutional heavyweights