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.
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
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.
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.
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+5
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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.
์ด ์์ฐ๋ค์ ํฌ์ํ๋ค๋ฉด:
12๊ฐ์ ํ ์์ ๊ฐ์น:
+25.09%
์ ๋๋ฆฌ์คํธ๋ค์ ์ด ๊ทธ๋ฃน์ ์์ฐ์ด ํฅํ 1๋ ๊ฐ ํ๊ท 25.09% ์ฑ์ฅํ ๊ฒ์ผ๋ก ์์ํฉ๋๋ค.
์ด ๊ทธ๋ฃน์ ์์ฐ 15๊ฐ ์ค 10๊ฐ๊ฐ ์ ๋ฌธ ์ ๋๋ฆฌ์คํธ๋ก๋ถํฐ ๋งค์ ์๊ฒฌ์ ๋ฐ์์ต๋๋ค.
์ด ๋ฐ์ค์ผ์ ์ ์ฒด ์คํ ๋ฆฌ๋ฅผ ํ์ธํ์ธ์. ๋ฆฌ์คํฌ์ ์ ์ฌ๋ ฅ์ ๋ค๋ฃฌ ์์ธ ๊ธฐ์ฌ๋ฅผ ์ฝ์ด๋ณด์ธ์.
์ธ์ฌ์ดํธ ์ ์ฒด ์ฝ๊ธฐ
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