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Trends with Benefits
Trends with Benefits #30: Omnichannel Retail with Jeff MackeEd Lopez, Head of ETF ProductOctober 13, 2020
Jeff Macke, investor, financial expert, and former cast member of CNBC's Fast Money joins me to talk about retail stocks and specifically how omnichannel marketing is driving a wedge between winners and losers in the space. We talk about some of the top consumer names today, trends in connected-home fitness and what’s happening in your local mall.
Omnichannel Retail Surges
In a recent blog post, The Surge in Online Sales Continues, we highlighted a few retail names who have actually thrived this year, despite many of the headlines highlighting bankruptcies and empty malls. Much like other tech-enabled themes, COVID-19 has accelerated trends in online commerce for retail brands, at least for those that were prepared. As I discuss with Jeff, the story goes beyond just having an online portal, but leveraging omnichannel marketing.
Among the largest names in retail, as represented by the MVIS U.S. Listed Retail 25 Index, the differences between winners and losers this year is dramatic. On one end you have a name like JD.com Inc., China's largest online retailer, sporting a 120% gain year-to-date through month-end September, and at the other end, Macy's with a nearly 61% decline1. The difference separating many of the names into winners and losers is their ability to leverage not only ecommerce, but all channels of marketing to facilitate engagement with their brand.
Trend or Fad
Listen for Jeff’s take on spending on health and wellness, men’s cosmetics and bitcoin.
1FactSet as of September 30, 2020.
Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) may offer investments products that invest in the asset class(es) discussed in this podcast.
The views and opinions expressed are those of the speaker(s) but not necessarily those of VanEck. Commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities/financial instruments mentioned in the commentary is neither an offer to sell nor a solicitation to buy these securities. Fund holdings will vary. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index. Information on holdings, performance and indices can be found at vaneck.com.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
Van Eck Associates Corporation
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