Today on the program, we welcome Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund. Aneta discusses consumer trends this holiday season and what she’s been focusing on as 2023 wraps up. She says there is a noticeable trend for online shopping, a habit formed by many during the pandemic. But Aneta adds, despite the rise of online shopping, consumers still desire the in-store experience. The hybrid trend reflects a dynamic and evolving consumer landscape. She says consumers are making choices based on the type of product, with routine items favoring online purchases and more experiential products driving in-store shopping. She says this in turn influences her investment strategy as she evaluates companies based on how they align with consumer preferences and mindsets.

Recorded on November 23, 2023.

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