Specialty Stores
Retail’s Winners And Losers Of The Pandemic
Following the market bottom, the rebound across retail industries has been robust, but a divide has emerged. Consumers’ needs and behaviors have dramatically shifted as former lifestyles were uprooted. This swift change in economics has resulted in clearly-defined sets of winners and losers among retail industries.
Highlighted Attractive Groups
Airlines rebounded after a brief dip to High Neutral; Health Care Distributors is scoring well across the board (other than Technical factors); Specialty Stores is cheap due to the changing retail landscape.
Upgraded Attractive Groups
The best performing Attractive industries in 2014 came from five different sectors. Looking to 2015, groups from the Information Technology, Health Care, Consumer Discretionary, and Consumer Staples sectors look appealing.
Retail Groups Rise In The Ranks
A new theme emerging within our GS Scores—Retail related industry groups are flocking to the upper rankings of the scores.
Select Attractive Domestic Groups
Specialty Stores, Home Furnishing Retail, Personal Products, and Cable & Satellite.
New Select Industries Position: Computer And Electronics Retail
In late October, the Select Industries Portfolio added new positions in Computer & Electronics Retail (4.1% of assets).
New Select Industries Group Holding: Specialty Stores
Group ranking Attractive for two consecutive months. Good marks in Growth, Value, Relative Strength and VLT Momentum. Provides a solid play on improving economy.
New Select Industries Group Holding: Computer & Electronics Retail
Group had rare double upgrade from Unattractive to Attractive this month.
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