Episode 70: Consumer – From a Want to a Need
Published: March 19, 2026
Duration: 19:08
Anne Malone, Citi's North America Head of Equity Research, is joined by Paul Lejuez, U.S. Head of Consumer Research, to discuss the retail sector and what may lie ahead. Topics range from what to watch in assessing consumer resilience to how retailers could be reshaped by AI and increased uptake of GLP-1s.
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