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Retail in a Post-Pandemic World
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 ...
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By Hedgeye Risk Management
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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 ...