Consumer companies rose amid optimism about economic growth and interest rates.
"You had a soft patch...some economic activity was held back this year by tariff uncertainty," said Eric Marshall, president of Dallas mutual-fund firm Hodges Capital. "The consumer was negatively impacted by the government shutdown and all the uncertainty that created. Those two things [could now become] tailwinds; there's some pent-up demand both with consumer as well as capital spending as we go into next year."
Tax breaks and other government stimulus could spur consumer spending in 2026, Marshall said.
Write to Rob Curran at rob.curran@dowjones.com
(END) Dow Jones Newswires
12-02-25 1736ET



















