The Big Question: Which retail stock do you expect to thrive this year?

THE BIG QUESTION

clock • 11 min read

The UK retail sector has been a cause of concern for the government with consumer spending down this year, but which retail stocks are managers backing?

Richard Hallett manager, Marlborough UK Multi-Cap Growth fund   HALFORDS There is a strong medium-term restructuring and growth story at Halfords. The company has a well-established brand and many of the products it sells – bicycles, for example – are suited to a bricks and mortar retailer, because people want to physically see and touch them before they buy. Halfords is not ignoring the online market though, and also offers both pure online and click & collect shopping options. Chief executive Matt Davies, who joined from Pets at Home in October 2012, has a three-year turnaro...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

Client demand into region rising

Hugh Gimber
clock 26 March 2024 • 4 min read
Four Graphs explaining India

Four Graphs explaining India

Four experts write

Investment Week
clock 12 February 2024 • 4 min read
JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom

JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom

Early adaption is key

Omar Negyal
clock 11 January 2024 • 2 min read
Trustpilot