Morgan Stanley-US Equity Strategy What Are Companies Saying-109805842(1)

WhatAreCompaniesSaying?MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandotherimportantdisclosures,refertotheDisclosureSection,locatedattheendofthisreport.MORGANSTANLEYRESEARCHNicholasJ.Lentini,CFAEquityStrategistNick.Lentini@morganstanley.com+1212761-5863MichaelWilsonChiefUSEquityStrategist&CIOofMorganStanleyWealthManagementandInstitutionalSecuritiesM.Wilson@morganstanley.com+1212761-2532AndrewPaukerEquityStrategistAndrew.Pauker@morganstanley.com+1212761-1330MichelleM.Weaver,CFAEquityStrategistMichelle.M.Weaver@morganstanley.com+1212296-5254DianeDing,Ph.D.QuantitativeStrategistQian.Ding@morganstanley.com+1212761-6758KeyTakeawaysandChartstoWatchTranscriptMentions:TimeSeriesChartsTranscriptMentions:IndustryBreakdownCorporateSurveys:TimeSeriesChartsCompanyQuotesPg.13Pg.25Pg.36Pg.44Pg.3ARecurringPublicationfromUSEquityStrategyFocusedonKeyTopicsofDiscussionfromUSCompaniesAugust12,202404:01AMGMTMORGANSTANLEYRESEARCH2WhatAreCompaniesSaying?KeyTakeawaysandChartstoWatchTranscriptMentions:TimeSeriesChartsTranscriptMentions:IndustryBreakdownCorporate...