As vaccine distribution continues, Consumer/Retail Discretionary should be an outperforming sector for 2021. The retailers who are expected to contribute to this growth are those who offer an excellent online AND brick-and-mortar experience. Retailers are now in a context where they can grow without needing to expand their physical footprint. My strategy is to find well-managed retailers with an outperforming online channel. I think Foot Locker fits these two criteria. Any thoughts?
Komentarz:
Stimulus will BOOST this stock over the next few days! Optimistic for it to reach $60s. out of the whole stimulus, 1 trillion will go directly to the population with $1,400 in direct checks.