In this morning’s edition of The Macro Show, Retail analyst Brian McGough hits on thematic shifts in the retail sector, namely Brick & Mortar vs. Ecommerce, leverage ratio improvement, and bankruptcies.
“We're seeing a big shift in Brick & Mortar right now. Ecommerce is getting it's a** kicked. You want to be long B&M right now (and for the next 6-9 months),” explains McGough, as he breaks down his overarching outlook for the retail sector.
"The bankruptcy cycle is done. I’m officially calling it; if you could make it through this last year and a half, you have a really good setup ahead of you."
