Business cycles can result in significant shifts in investment returns in the consumer & retail (C&R) sector. As 2023 begins with widespread concerns about a possible economic downturn, we look at how various C&R subsectors fared in previous downturns. What kind of companies lost the most value? Which ones did better in recoveries? Who was able to preserve margins when sales dipped? As we enter a new business cycle, C&R companies should consider optimizing their asset portfolios to best position themselves to generate sustainable total shareholder return (TSR) in this business cycle.

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