BFM 89.9
The Business Station
Recommended
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.
Presenter: Roshan Kanesan, Shou Ning Wong, Lyn Mak
Producer:
Share:
Recent episodes
0
Latest stories
Podcasts · Jan 14 · 12:00PM
Sports, Streams & Big Money Dreams
23 mins
Podcasts · Jan 14 · 10:00AM
What is Masculinity to You?
1 hr 1 min
Podcasts · Jan 14 · 9:00AM
Top 5 at 5: The Politics of Najib's Royal Addendum
34 mins
US Retail Stocks To Watch in 2020
12 mins
·
07:30, 3 Jan 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.
Presenter: Roshan Kanesan, Shou Ning Wong, Lyn Mak
Producer:
Share:
Recommended
Jan 14
·
23 minsSports, Streams & Big Money Dreams
Jan 14
·
1 hr 1 minWhat is Masculinity to You?
Jan 14
·
34 minsTop 5 at 5: The Politics of Najib's Royal Addendum
Download app
60,000 other podcasts in your hand
Recent episodes
0
Latest Stories
Podcasts · Jan 14 · 23 mins
Sports, Streams & Big Money Dreams
Podcasts · Jan 14 · 1 hr 1 min
What is Masculinity to You?
Podcasts · Jan 14 · 34 mins
Top 5 at 5: The Politics of Najib's Royal Addendum