Listening in at Goldman Sachs: Getting Ahead of the 33rd Annual Global Consumer & Retail Conference

Research evidence excerpt

Equity Research

10 September 2026 | 4:41PM EDT

Listening in at Goldman Sachs: Getting Ahead of the 33rd Annual Global

Consumer & Retail Conference

Sarah Herr

Goldman Sachs & Co. LLC

Chris Hussey

+1(212)902-7564 |

Goldman Sachs & Co. LLC

Ahead of our 33rd Annual Global Consumer & Retail Conference taking place next

week (September 14-14th) in New York City, we highlight several podcasts where we

dive into the inputs that matter across the consumer landscape, as well as what

we’ve learned from catching up with companies and customers over the past few

months. Visit the conference website “here” for registration, the agenda, and

takeaways.

Additionally, Kate McShane, Brooke Roach, Lizzie Dove, Leah Jordan, and Jon

Keypour highlight the themes, companies, and other topics that will be most in focus

at next week’s conference in a September 10th note, “Global Retailing Conference

2026: Preview [Presentation].” The team, along with Bonnie Herzog and Mark

Jordan, lay out our consumer spending expectations in a September 9th note,

“Consumer Cyclicals: 2027 spending outlook: Expect modest sequential

improvement in pre-savings DCF, but bottom-quintile to lag on still pressured

trends.”

Visit the “Global Market Intelligence” page, or each of the regional Market Intelligence

pages, for all of our podcasts and similar insights.

Listening in: Expert Insights, Going Inside the Model & On the Road

Research Unplugged & More - themes, expert insights & more

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Sep-10: “Research Unplugged: Assessing the Health of the Consumer into 2027

and a Preview of the GS Global Consumer & Retail Conference”

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Aug-3: “Research Unplugged: US Conviction List - Directors’ Cut: August 2026

Spotlight”

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Jul-20: “[REPLAY] A Discussion with GS Consumer Specialist & Trader”

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Jul-9: “Research Unplugged: Retail Implications of Price Investments by Walmart

and Kroger”

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors

should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.

Investors should consider this report as only a single factor in making their investment decision. For Reg AC