SECTOR SPOTLIGHT Replay | Q&A with Retail Sector Head Brian McGough

04/18/17 11:17AM EDT

Missed it? Watch the replay below

Retail Sector Head Brian McGough and analyst Jeremy McLean were live on HedgeyeTV today discussing Retail 5.0, what it means for their favorite long and short ideas and why they think 20% of today’s companies are likely to account for 90% of tomorrow’s market cap. 

Retail 5.0 TOPICS INCLUDEd:

  1. The square footage math that no-one is doing
  2. Retail bankruptcies accelerating – and will continue to do so
  3. Transformational cross-sector M&A
  4. Winners and losers in #Retail5.0

CLICK HERE to access the associated slides.

https://livestream.com/hedgeye/events/7012562/videos/154464113

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