As part of their review of the market, this week Bull and Bear turn their attention to the Retail Sector.
Key Highlights
- The release of lockdown will see a surge in pent up consumer demand
- E-commerce fatigue means there is a ceiling on online sales
- The structural, supply-side readjustment of physical retail will continue
- Obsolete shops will continue to be re-purposed
- Retail may offer the most interesting and accretive opportunities in 2021