Anything but armageddon for the high street: Targeting the winners in the new world of retail
Bricks and mortar can still mix it with e-commerce
Margaret Lawson of SVM Asset Management
The retail landscape of today looks very different to that of a year ago. While a shift has been underway for some time, Covid-19 has accelerated trends. Investors must identify how these will play out after the pandemic.
The battle taking place for survival between e-commerce and bricks & mortar retailers has parallels with the disruption in the airline industry in the 1980s and 1990s. The arrival of low-cost airlines...
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