Rich Insights

𝗒𝗻-π—Ÿπ—Άπ—»π—² π—šπ—Ώπ—Όπ—°π—²π—Ώπ˜† 𝗦𝗡𝗼𝗽𝗽𝗢𝗻𝗴 π—œπ˜€ π—˜π˜…π—½π—²π—Ώπ—Άπ—²π—»π—°π—Άπ—»π—΄ π—˜π˜…π—½π—Ήπ—Όπ˜€π—Άπ˜ƒπ—² π—šπ—Ώπ—Όπ˜„π˜π—΅

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When I think about structural shifts in U.S. consumer behavior, here's what is interesting to me:

1.) Within the Consumer Discretionary sector, retailing is the most interesting;
2.) within retailing, e-commerce is the most interesting;
3.) within e-commerce, on-line grocery shopping is very interesting.

On-line groceries are interesting if the virus re-surges or not. Listen to this episode and see why.

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Rich InsightsBy Esoterica Capital
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