JPMorgan identifies consumer sectors to buy for a second-half rebound

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โดย Investing.com·Read original
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JPMorgan says beaten-down consumer stocks are forming a bottom and could deliver better performance in the second half of 2026. Analyst Mislav Matejka noted that consumer cyclicals have underperformed since the COVID recovery, with price relatives at multi-year lows, undemanding valuations, and consumer confidence indicators near record lows. The bank sees potential catalysts including easing geopolitical uncertainty that could push oil prices lower, with Brent already down 25 percent quarter-over-quarter, a decline in tariff rates year-to-date, and the possibility of a consumer relief package following U.S. midterm elections. JPMorgan highlighted luxury, airlines, hotels, travel and leisure, and retail consumer plays as the most interesting heading into the second half, while remaining relatively less optimistic about the autos sector on structural concerns.

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