Gen Z Trends That Could Disrupt Markets

Adam Jonas and Alex Straton discuss the findings of Morgan Stanley's annual summer intern survey, focusing on Gen Z's perspectives on fashion, retail, brands, and mobility in the age of AI. The survey reveals market fragmentation in apparel, athletic footwear, and handbags, with smaller brands gaining traction through e-commerce and social media. While interns show increased apparel spending intentions, they are also price-sensitive. The discussion covers the importance of omnichannel presence for brands, the potential of humanoid robots, and the impact of generative AI on mobility and automation, highlighting the ongoing battle for human talent and the need for STEM education.