Consumer Cyclicals: E-Commerce Hits an Inflection Point

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

Bridget Weishaar, R.J. Hottovy, CFA

Mar 27, 2014

Mentioned: Kingfisher PLC (KGF) , The Swatch Group AG (SWGAF) , Amazon.com Inc (AMZN) , VF Corp (VFC) , Guess? Inc (GES) , Hasbro Inc (HAS) , PVH Corp (PVH) , Booking Holdings Inc (BKNG) , Urban Outfitters Inc (URBN) , Best Buy Co Inc (BBY)

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.

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