Experienced Senior Equity Research Analyst with a consumer focus and a demonstrated history of working in the investment banking industry. Skilled in Equities, Report Writing, Stock Market Analysis, Financial Modeling, and Hedge Funds. Strong finance professional with a Master of Business Administration - MBA focused in Business Administration and Management, General from The Wharton School.
Amazon has become a huge threat to major retailers in recent years. But retailers like Target and Walmart are fighting back.
Landlords are faced with either offering breaks to their retail tenants or losing them altogether, with more merchants finding it tough to stay afloat.
Retailers from Nordstrom to Target have spoken about fewer promotions and more curbside pickup, which have boosted profitability.
In a way it’s simple: It’s ship from store. And if the customer is coming to the store to pick it up, that evens it out right there.
Consumer behavior will be less impacted than it was over the summer. I do think there will be a step back, but a smaller step back, a shorter step back.
Retailers have gone from being in denial about the potential threat of e-commerce to accepting that e-commerce is a real threat and investing to take advantage of the omnichannel asset.