Please join me today, Dec 8th at 12:30 pm ET for a conversation with Brian McGough, Sector Head of Retail here at Hedgeye. We will discuss the game-changing disruptions we’re seeing in both consumer spending and the retail landscape today, and what kinds of changes we should be positioned for as the economy reopens. We’ll touch on about a dozen key topics over the course of our hour-long discussion, some of which include…
1. The Home Improvement Effect/Household Formation. Will the demographic trends in household formation be enough to prolong the ‘cocooning’ effect we’re seeing with spending on the home?
2. E-comm vs Brick & Mortar shopping. Is what we experienced during Covid a permanent shift? Or temporary change in consumer behavior that will revert post-vaccine?
3. Fast-Fashion, Slow Fashion, Thrifting. We had a 20-year fast-fashion boom which hurt many traditional apparel brands, now will the rise of the second-hand market disintermediate the incumbents further?
4. Branding – Relevance then vs now. Are we at a point where mass customization matters more than a label? How do brands talk to consumers today as opposed to how they used to gain share of wallet?
5. Retail Bankruptcies and Mall closures. Are ‘C’ Malls finally starting to go away after a generation of comping down? How are these properties repurposed?
6. Amazon vs WalMart. The gap is closing between the two. Which is a greater change agent as the war wages on for shares of consumers' wallets?
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Demography Unplugged Subscribers CLICK HERE for event details (includes video, dial-in and materials link) |
