EU Consumer Sector Specialist Commentary

J.P. Morgan's daily consumer specialist commentary advocates for a risk-on equity stance in 2H, focusing on Cyclical rotation into Consumer stocks. It includes specific Q2/H1 previews for Moncler and Brunello Cucinelli.

Key Takeaways

• 1.Maintain a risk-on equity strategy with a constructive outlook on Cyclicals for 2H, with a potential rotation into Consumer plays.
• 2.Moncler and Brunello Cucinelli Q2/H1 previews indicate mixed regional demand, with Asia driving Moncler and DTC strength supporting Brunello.

Table of Contents

• In details
• Previews
• Weekly wrap-ups from the team
• EU Consumer Research
• Investor Access
• Calendar Ahead
• J.P. Morgan Global Consumer Research
• J.P. Morgan Macro & Strategy Research
• J.P. Morgan Consumer Contacts

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