Shifting consumer preferences and the relentless rise of e-commerce are changing the sector’s beneficiaries of the healthy backdrop away from retail, yet other Discretionary opportunities abound outside of the traditional retail groups.
Apr
07
2017
Retail Fades; Other Consumer Themes Flourish
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![Kristen Perleberg / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3106_LR_Kristen.jpg?h=150&w=150&fit=crop&fp-y=.15)