BFM 89.9

Podcast  >  Morning Run  >  Morning Brief  >  US Retail Stocks To Watch in 2020

US Retail Stocks To Watch in 2020

David Swartz, Equity Analyst for Consumer Sector, Morningstar

03-Jan-20 07:30

US Retail Stocks To Watch in 2020

The end of last year saw a surge in US retail during the holiday season with data from Mastercard showing total US retail sales rising 3.4% during the period. However despite the robust headline, this also highlighted the difficulties of traditional brick-and-mortar stored as more consumers shift to online shopping.

We speak to David about the future of retail, especially with department stores being worst performing sector for the S&P 500 in 2019 despite consumer spending looking strong. Can they regain their footing in retail and win back the customer?

In a similar vein, as Nike moves away from selling their products on Amazon, will other brands follow their lead?

We also ask David for stocks to watch in consumer sectors for 2020, as well as why he has a contrarian call on Lululemon. He has the only sell call on the street, despite the company's revenue doubling in the last 6 years.

Presented by: Roshan Kanesan, Shou Ning Wong, Lyn Mak


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  Business AnalysisTrends and ForecastsMarketsInvestments

Tags:  US ConsumerRetail SectorDepartment StoresAmazonNikeLululemonOnline Shoppinge-CommerceTraditional Brick-And-Mortar


Share this podcast




Play / Pause

Listen now : Health & Living: Every Beat Matters

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

7:15 AM

Morning Brief

8:00 AM

The Breakfast Grille

H.E. Amb. Hermono, Ambassador of Republic of Indonesia to Malaysia

8:30 AM

Morning Brief

9:00 AM

Opening Bell

9:35 AM

Ringgit & Sense

10:05 AM

Open For Business

Tee Kee Lion, Founder, Store N Go

11:05 AM

Tech Talk

Dipankar Mitra, CEO, Simbiotik Tech

12:00 PM

Enterprise Biz Bytes

Dr Anasuya Jegathevi Jegathesan, Dean of Psychology and Social Sciences at the University of Cyberjaya

1:00 PM

The Breakfast Grille Repeat

H.E. Amb. Hermono, Ambassador of Republic of Indonesia to Malaysia

2:05 PM

Live & Learn

Law & Behold #47: Freedom of Association

3:05 PM

Beyond the Ballot Box

Road to GE #2 - Anti-Hopping Law

4:05 PM

Health & Living

Every Beat Matters

5:00 PM

The Evening Edition

5:35 PM

Today On Twitter

6:05 PM

Inside Story

7:05 PM

The Evening Edition

7:35 PM

Popcorn Culture

Supercut: Favourite Cities; Kam Raslan

9:00 PM

I Love KL

10:00 PM

Back To Back