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Eye on Earnings: Signals of consumer recovery provide a lift
Consumer companies show revenue momentum and an encouraging economic backdrop.
June 11, 2025
By Charles Randy Lumhod and German de la Paz III
By Charles Randy Lumhod and German de la Paz III
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Despite the mixed results for each of the consumer companies we cover, in total they gave a solid performance.
The sector’s robust top-line growth signals recovery for households—thanks to factors including easing inflation, wage increases, and a stable dollar-peso exchange rate.