Morgan Stanley-US Equity Strategy What Are Companies Saying-106703052

February26,202405:01AMGMTWhatAreCompaniesSaying?MORGANSTANLEYRESEARCHANew,RecurringPublicationfromUSEquityStrategyFocusedonKeyTopicsNicholasJ.Lentini,CFAofDiscussionfromUSCompaniesEquityStrategistNick.Lentini@morganstanley.comPg.3KeyTakeawaysandChartstoWatch+1212761-5863Pg.13TranscriptMentions:TimeSeriesChartsPg.25TranscriptMentions:IndustryBreakdownMichaelWilsonPg.36CorporateSurveys:TimeSeriesChartsChiefUSEquityStrategist&CIOofMorganStanleyPg.44CompanyQuotesWealthManagementandInstitutionalSecuritiesM.Wilson@morganstanley.com+1212761-2532AndrewPaukerEquityStrategistAndrew.Pauker@morganstanley.com+1212761-1330MichelleM.Weaver,CFAEquityStrategistMichelle.M.Weaver@morganstanley.com+1212296-5254DianeDing,Ph.D.QuantitativeStrategistQian.Ding@morganstanley.com+1212761-6758MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandotherimportantdisclosures,refertotheDisclosureSection,locatedattheendofthisreport.MORGANSTANLEYRESEARCHKeyTakeawaysDemand/TopWhatAreCompaniesSaying?OurTakeLine•Companiesarecautiouslyoptimisticonthedemandenvironmentwith•Firsthal...