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Quarter-End Insights

Consumer Cyclicals: E-Commerce Hits an Inflection Point

As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.

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  • The shift to e-commerce is accelerating, providing a wake-up call for traditional retailers.
  • Apparel manufacturers have solidified brand identity and cost efficiencies to build moats.
  • A consistent evolution of toy companies Hasbro and Mattel protects their narrow moats.

 

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Bridget Weishaar does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.