HomeIndustriesEnergyGibbs: Companies Rewarded for Cost Cutting Over Growth; Like PEP, SJM & More

Gibbs: Companies Rewarded for Cost Cutting Over Growth; Like PEP, SJM & More

Erin Gibbs thinks the market is in the late stages of its cycle. She talks inflation, potential Fed rate cuts, and the overall economy and expects a market rotation as healthcare sees gains. She expects “good growth” in 2026 but says that view could be derailed by inflation. She also notes companies are being more rewarded for cost-cutting than growth. She likes PepsiCo (PEP) and J.M. Smucker (SJM) and Atmos Energy (ATO).

Trading 360

18 Aug 2025

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