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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.

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  • Which retailers are best positioned to respond to the threat of e-commerce?
  • Technological advances have affected not only consumer behavior but also retailing itself.
  • Consumers' shift to e-commerce becoming apparent with holiday sales trends.


R.J. Hottovy does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.