The industrials sector is under pressure, lagging the S&P 500 with just 2.1% gain vs. 13%, but not all players are sinking. Karat Packaging shines with 9% sales growth and even faster profit expansion, proving resilient amid economic headwinds. Meanwhile, Lucid and EVgo face serious red flags—Lucid’s deep losses and EVgo’s unsustainable cash burn make them risky bets right now. Smart investors are spotting winners in the noise.

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