Consumer habits have changed, but costs remain high, leaving big box stores like Walmart. New York Stock Exchange: WMTTJX Companies New York Stock Exchange: TJXand Dick’s sporting goods New York Stock Exchange: DKS in a solid position. Their dominant position allows them to benefit consumers while gaining market share in a tepid retail environment. The … Read more
Overall, 2024 was a year of poor performance for retail stocks. SPDR S&P Retail ETF NYSEARCA:XRT ended the year with a total return of just under 12%. That’s about half the return of the S&P 500. Still, there were some standouts in the industry, especially among the three companies based in Europe. Two of them … Read more
2025 could be a transformative year for retail. Following a period of rising consumer confidence and increased discretionary spending amid easing post-COVID inflation, retailers have an opportunity to build loyalty among existing customers while expanding their base. However, there are also potential obstacles: retail spaces are becoming increasingly crowded, supply chain issues can become untenable … Read more