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Quarter-End Insights

Consumer Cyclicals: E-Commerce Hits an Inflection Point

As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.

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  • The shift to e-commerce is accelerating, providing a wake-up call for traditional retailers.
  • Apparel manufacturers have solidified brand identity and cost efficiencies to build moats.
  • A consistent evolution of toy companies Hasbro and Mattel protects their narrow moats.


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