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16 handpicked stocks

Marcus Lemonis CEO: What's Next Beyond Retail

Bed Bath & Beyond has appointed Marcus Lemonis as its new CEO, launching a strategic pivot from traditional retail into a comprehensive home services company. This transformation creates an investment opportunity in companies positioned to support this new ecosystem, particularly within the home services and financial technology sectors.

Author avatar

Han Tan | Market Analyst

Published on January 6

Your Basket's Financial Footprint

The basket's total market capitalisation is $638.98B. Approximately 75% of that value is concentrated in the largest holdings, so large-cap stocks anchor the basket and it likely exhibits lower volatility and broad-market-like behaviour.

Key Takeaways for Investors:
  • Large-cap concentration generally implies lower volatility and returns that track broad market moves rather than idiosyncratic swings.
  • Best positioned as a core, long-term holding within a diversified portfolio—not a speculative, high-risk trade.
  • Expect steady, long-term appreciation prospects; unlikely to deliver explosive short-term gains.
Total Market Cap
  • HD: $342.55B

  • LOW: $137.29B

  • AFRM: $26.67B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The retail landscape is transforming as traditional companies pivot to comprehensive service platforms. This shift creates opportunities for businesses that provide the essential infrastructure - from payment processing to home improvement supplies - needed to support this new ecosystem model.

2

What You Need to Know

This group spans two key sectors: home improvement retailers and financial technology companies. These businesses are positioned to benefit from increased demand as the home services market evolves and expands beyond traditional retail boundaries.

3

Why These Stocks

Each company was selected for its strategic position within the home services value chain. Our analysts identified firms that could see increased partnerships, revenue growth, and market opportunities as this new business model develops.

Why You'll Want to Watch These Stocks

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Transformation Catalyst

A major retail brand's pivot to home services could spark partnerships and revenue growth across the entire ecosystem. This kind of industry shift often creates winners amongst supporting companies.

🏠

Double-Sector Play

You're getting exposure to both home improvement giants and cutting-edge fintech companies in one strategic group. It's like investing in the infrastructure of tomorrow's home economy.

Expert-Curated Selection

These aren't random picks - each company was specifically chosen for its position to benefit from the evolving home services landscape. Professional analysts identified the key players to watch.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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