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Omnichannel Retail with Jeff Macke

16 October 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

There are 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 30 September 2020.

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This is a marketing communication for professional investors only. Please refer to the UCITS prospectus and to the Key Investor Information Document (KIID) before making any final investment decisions.

This is a marketing communication for professional investors only. Please refer to the UCITS prospectus and to the Key Investor Information Document (KIID) before making any final investment decisions. This information originates from VanEck Securities UK Limited (FRN: 1002854), an Appointed Representative of Sturgeon Ventures LLP (FRN: 452811), who is authorised and regulated by the Financial Conduct Authority in the UK. The information is intended only to provide general and preliminary information to FCA regulated firms such as Independent Financial Advisors (IFAs) and Wealth Managers. Retail clients should not rely on any of the information provided and should seek assistance from an IFA for all investment guidance and advice. VanEck Securities UK Limited and its associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.

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