Experience and necessity-driven assets are back in focus, but identifying outperforming subsectors is more difficult than ever.
It has been a rough ride for the retail sector over recent years, but at long last, gloomy predictions of “retail apocalypse” are being supplanted by hopes for a retail renaissance amid a complex and rapidly evolving consumer landscape.
Brian Kosoy, CEO at Florida-based retail and logistics specialist the Sterling Organization, says: “We remain particularly bullish on those categories that are either necessity or value/discount-focused. As higher inflation continues to persist, we expect these two retail categories will remain quite resilient and outperform many other retail subcategories.”