Q&A with Retail analyst Brian McGough
Welcome to another segment of Stock Talk with Retail Sector Head Brian McGough and analyst Jeremey McClean as they discussed some of the most important themes they see developing in retail as well as a number of their best ideas. The team also fielded questions after their prepared remarks.
TOPICS INCLUDED:
- Retail Industry: The ‘Amazon’ism of the Retail world is the most consensus call I’ve ever seen. It’s wrong.
- The space is very investable – both long and short.
- Near term sentiment has more upside than downside.
- Summer retail rally?
- BEST LONGS: NKE, DKS, COH, WMT, RH, AMZN
- BEST SHORTS: HBI, KSS, TGT, W, FL, RL, UA, JCP, TIF, CRI, WSM, BBBY, PVH, TJX, VFC, PRTY, HIBB
