Top performing leisure products YTD as consumer sentiment improves

Leisure products sector shows strong YTD gains, led by Topgolf Callaway Brands and Hasbro, with performances over 45%. December consumer sentiment revised to 52.9, up from November's 51.0, mainly among lower-income consumers. Inflation expectations decreased to 4.2%. Credit trends show increased loan originations but rising late-stage delinquencies. Top leisure stocks ranked by YTD performance include Topgolf Callaway, Games Workshop, and Hasbro, with varying SA Quant ratings.