Replay Link: CLICK HERE
Topics 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? Home Improvement, Furniture/Home Goods/Electronics…
2. E-comm vs Brick & Mortar shopping – Is what we experienced during Covid a permanent shift? Or temporary change in consumer behavior that will mean-revert post-vaccine?
3. Fast Fashion, Slow Fashion, Thrifting (Thred Up, Real Real). 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? Branding into today’s world of tribal ideological identities. How do brands talk to consumers today as opposed to how they used to gain share of wallet.
5. Retail Bankruptcies and Mall closures – Shopping center REITS are filing. ‘C’ Malls finally starting to go away after a generation of comping down? How is property repurposed?
6. Amazon vs WalMart. The gap is closing between the two. Which is a greater change agent as the war wages on for share of consumer’s wallet?
