Michael Baker | Source | Managing Director & Senior Retail Analyst at D.A. Davidson & Co.
Michael Baker
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.
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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.
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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.
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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.
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Target, Walmart and other major retailers are a threat to Amazon this Cyber MondayAmazon has become a huge threat to major retailers in recent years. But retailers like Target and Walmart are fighting back. -
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Landlords Find Ways to Fill Vacant Retail SpaceLandlords are faced with either offering breaks to their retail tenants or losing them altogether, with more merchants finding it tough to stay afloat. -
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Dick's Sporting Goods, other retailers crack code of driving up profitsRetailers from Nordstrom to Target have spoken about fewer promotions and more curbside pickup, which have boosted profitability.
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D.A. Davidson & Co.
Managing Director & Senior Retail Analyst
started Jul 2020 -
Nomura Instinet (https://www.instinet.com/research-and-insights/us-equity-research.html)
Senior Equity Research Analyst
Sep 2019 – Jul 2020