Ep. 4 | Demise of the Mall

Most consumers will tell you that online shopping is on the rise. Today, many order consumable items like detergent, razor blades, and paper towels online, and a growing percentage do so with automatic replenishment. Ask the average U.S. consumer how many retail visits they make each week now versus a year or two ago, and the answer would be “not nearly as many.” But this is not simply due to the lingering effects of the Covid pandemic.

In this episode we discuss the online “retail experience” and how changing consumer preferences are impacting retailers - and their stock.

Please reference our related Perspectives post for more detail:

Disclosures:

Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy.

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