State of the Consumer: Healthcare and Consumer Staples: “what’s in Your Wallet?”

In what ways will consumers shift their spending and how does that translate to the credit quality of companies in staples, healthcare and cyclical consumer spaces this year? Consensus for 2023 is the start of a recession, however what type of recession could determine which companies may have the most exposure. Inflation pressures came in strong in 2022 and have remained a headwind in certain parts of the globe, while tailwinds from post-pandemic reopenings and pent-up demand have bolstered revenue and profitability for segments of consumer and healthcare spaces. Agenda - Economic outlook for the consumer: Bloomberg Economics' Eliza Winger - Panel 1 -- Healthcare and Consumer Staples: “What’s in your wallet?” How are consumers dealing with inflation and basic needs? How are companies thinking about the second half of 2023 and beyond from cash and growth perspectives? - Panel 2 -- Consumer Cyclicals: “Tighter purse strings?” How is the current economy manifesting in consumers’ spending habits on discretionary goods and services? What are companies doing to prepare for possible changing tides? - How alternative consumer data can shape your research: Bloomberg Second Measure's Joe Hung Lunch and refreshments will be provided. Mingling before and after the event.