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Webinar Replay – Investor Decisions Amid Consumer and Retail Turmoil

Publication Date: 01 May 2020 - By ReachX Team By ReachX Team
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Equity Fundamental Investment Strategies Equity Global Consumer Discretionary Consumer Retail

On April 30, we discussed the implications of the current crisis on decisions facing investors in the Consumer and Retail space, with ReachX Advisors Stacey WidlitzAndrew Hughes and Claire Kent. We learned what our Advisors think the retail landscape will be post-covid, backed by the latest data from retailers, brands and landlords, what it means for all stakeholders and what investors are focusing on in the short term.

Main Topics:

  • With covid-19 impacting daily life across the globe, what are the key changes in consumer habits? 
  • Which of these changes will have a deeper, longer-lasting impact on the industry? 
  • How are retailers dealing with the absence of physical shopping?
  • What will happen to industry capacity?
  • What are the areas to watch out for potential investment ideas?

The Panelists:

  • Stacey Widlitz – Leading independent retail expert with more than 20 years' experience analysing global brands and retailers. Prior to setting up her own consultancy generating proprietary retail data, Stacey held senior equity research positions for more than a decade at several Wall Street firms including UBS, Cowen, Fulcrum Partners and Pali Capital.
  • Andrew Hughes – Independent Retail Analyst and Board advisor. Andy spent over 25 years as an Equity Analyst and head of the Non-Food Retail team at UBS.
  • Claire Kent – Co-founder of men’s premium running wear business Iffley Road and independent Luxury Goods consultant. Claire spent 17 years at Morgan Stanley as a Luxury Goods and Retail Analyst. Currently serving on the Board of Prada S.A.

 

The Author

ReachX Team

Financial Writer

Financial Services