Deutsche Bank General Retail and Luxury Weekly: This Week's Retail and Luxury Setup
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Deutsche Bank's General Retail and Luxury weekly (August 28) is presented as a chart pack. Macro highlights: US consumer confidence fell in August to its lowest level since January on the Conference Board measure, while the euro area Economic Sentiment Indicator rose 1.3 points from July to 98.4. Sector charts track indexed share-price performance for luxury, apparel and sporting goods, together with indexed EPS momentum for the same three groups. Valuation screens cover 12-month forward price-to-earnings ratios across four subsectors—luxury, sporting goods, discount retail and food retail—showing where forward multiples in each segment currently stand. The note serves as the bank's regular weekly dashboard for its retail and luxury coverage universe, combining consumer sentiment, relative share performance, earnings momentum and forward valuation in a single reference. No individual stock ratings, target prices or company-specific conclusions appear in the summary content provided.
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