A big question and a big sector but Chris Wickham, Equity Development’s number 1 rated consumer analyst, shares his views and finds an unusual comparison for the development of this social crisis. 14 mins of discussion on how consumer habits have changed and why retailers and hospitality providers have no choice but to adapt.
Companies discussed include Amazon, Netflix, Gear4music, Boohoo, Ocado, Cake Box and UPGS - and Chris thinks that strong trading performance of high quality online models will continue long after lockdowns cease.
26810392321 - market-views
Return to Market Views
