Possible scenario
Consumption Patterns Shift
20% Chance
Lower appetite and sustained weight loss begin to show up in scanner data, restaurant traffic, and product-mix decisions. The impact is not a collapse in food demand, but it is material enough to change investor views on snacks, soda, fast food, protein products, and apparel.
Secondary impacts
- Consumer Non-Cyclicals -0.9%
- Consumer Cyclicals +0.4%
- Consumer Services -0.3%
- Healthcare +0.2%
Tickers
- MDLZ-1.7%
- HSY-1.7%
- -1.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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