Paper instructions:

Based on this week’s discussion of market positioning and forecasting demand, provide a brief discussion of where you see consumer demand shifting to in any sector/industry of your choice.

What are the market signals that suggest to you there would be a shift in demand? Please be mindful that assumptions cannot be made without data/insights. You can also consider the macro-forces that are relevant to that sector/industry.

Based on your analysis, are any companies that you would consider leaders or laggards when it comes to effectively forecasting the demand you envision?

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