Aug. 27 at 7:22 AM
$P $FMX $KVUE $CCL $KMB Pandora benefits from digital audio engagement and advertising, FEMSA benefits from consumer and beverage demand, Kenvue remains focused on consumer-health brands, Carnival benefits from resilient cruise demand, and Kimberly-Clark benefits from staple-product demand and pricing. I'm watching ad growth, Latin American consumption, healthcare brands, cruise bookings, and input costs.