Costco's impressive sales growth, fueled by a 26.1% jump in digital demand, highlights the power of blending physical and online retail. This trend creates an investment opportunity in the e-commerce platforms, payment processors, and logistics companies that enable this successful hybrid model for all retailers.
Published on October 9
Costco's 26.1% digital growth isn't an outlier - it's the new normal. Retailers are rapidly investing in hybrid models, creating massive opportunities for the companies that enable this shift.
This isn't just about individual stores - it's about the entire ecosystem powering modern retail. From payment processors to logistics providers, these companies benefit as every retailer goes hybrid.
This collection includes both established retail giants successfully navigating digital transformation and the technology companies quietly powering their success behind the scenes.
The retail landscape is transforming as traditional brick-and-mortar stores successfully blend with digital channels. Costco's remarkable 26.1% surge in digitally-enabled sales demonstrates that hybrid retail models aren't just surviving - they're thriving. This creates investment opportunities in both the retailers mastering this transition and the technology companies enabling it.
This group includes established retailers successfully integrating physical and digital footprints, plus the essential service providers powering this shift. These companies span e-commerce platforms, payment processors, and logistics services. It's a play on the entire retail ecosystem's digital transformation, not just individual store performance.
These stocks were handpicked by professional analysts to capture the full value chain of retail's digital evolution. From warehouse giants like Costco to e-commerce enablers like Shopify, each represents a different piece of the hybrid retail puzzle. They're positioned to benefit as more traditional retailers invest heavily in digital capabilities.
Summary of total market capitalisation and composition for the 'Clicks And Bricks: The Future Of Retail' basket.
COST: $405.47B
SHOP: $216.30B
PYPL: $72.73B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+26.31%
On average, analysts expect assets in this group to grow 26.31% over the next year.
9 of 15 assets in this group are rated Buy by professional analysts.
