In this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home Improvement Effect/Household Formation. 2. E-comm vs. Brick & Mortar shopping. 3. Fast-Fashion, Slow Fashion, and Thrifting. 4. Branding – Relevance then vs. now. 5. Retail Bankruptcies and Mall closures. 6. Amazon vs. Walmart.
Brian knows more about retail brands than anybody I know, and I think you will really enjoy our conversation.
I also start the podcast with an analysis of Gallup's recent survey on crime. American adults are reporting the lowest crime victimization rate in 20 years. Just 13% of Americans say they were the victim of a crime (such as burglary, robbery, or assault) within the past 12 months. While more data are still needed, these numbers don't lend much quantitative support to the widespread media impression that racial unrest in northern cities is triggering a nationally significant rise in violence.
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