Gartner Research

Financial Strategy Trends and Sentiment Review: Consumer and Technology Sectors

Published: 27 February 2019

ID: G00706274

Analyst(s): Finance Research Team

Summary

This earnings review provides a sector analysis for CFOs of what their peers discussed in earnings calls in the second half of 2018. The goal is to capture critical industry signals and filter out the news media “noise” that accompanies the earnings releases of individual companies.

Table Of Contents

Overall Executive Sentiment Decline Due to Economic Uncertainty and Tariffs

The Emergence of a Recession Theme

Tariffs as “Synthetic Inflation”

Brexit and the Eurozone

The Bad and Good News About China

Housing

The Robust U.S. Consumer

A Difficult Pricing Environment

Cost Management Programs Already Underway

Currency Challenges

Tighter Capex Management

Conclusion

Recommended by the Authors

About This Research

Endnotes

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