Stocks in Fashion 2018: Dressing for an Amazonian Storm

Mall traffic is on the decline. E-commerce is steadily stealing apparel market share, and new entrants are flooding the space. We think the apparel and accessories industry is on the cusp of a significant reinvention. In this report, we explore how once-powerful competitive advantages—including a broad brick-and-mortar footprint—not only no longer provide the advantage they once did but now may be viewed as a disadvantage.


In this report, you will learn:

  • Why we see e-commerce and, more specifically, Amazon as the largest disruptive force to existing apparel companies

  • What competitive advantages are leading to the rise of strong niche players and brand partners

  • Why department stores and the general apparel retail universe face the biggest risk in our opinion