Managing director and portfolio manager Sarah Henry shared her notes on consumer discretionary companies, including Home Depot and Nike, on TD Ameritrade Network. She said, “So we’ve had a constellation of data really come through here with these earnings results, and it’s been rather impressive. The companies have not only been able to drive revenues, but the buildout of their omnichannel business has driven real operating leverage. One change we believe is here to stay is the shift to digital.”