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.
Published on January 6
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.
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.
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.
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.
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.
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.
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.
HD: $342.55B
LOW: $137.29B
AFRM: $26.67B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Home Depot
HD
Current Price
$336.59
As a leader in home improvement retail, Home Depot could see increased business from the renewed focus on home services and renovations spurred by Bed...
As a leader in home improvement retail, Home Depot could see increased business from the renewed focus on home services and renovations spurred by Bed Bath & Beyond's new direction.
Lowe’s
LOW
Current Price
$215.48
Lowe's is a direct competitor to Home Depot and would similarly benefit from a market shift towards comprehensive home services and improvement projec...
Lowe's is a direct competitor to Home Depot and would similarly benefit from a market shift towards comprehensive home services and improvement projects.
AFFIRM HLDGS INC
AFRM
Current Price
$77.55
Affirm's 'buy now, pay later' solutions could be integrated into Bed Bath & Beyond's new ecosystem to finance larger home service projects and purchas...
Affirm's 'buy now, pay later' solutions could be integrated into Bed Bath & Beyond's new ecosystem to finance larger home service projects and purchases.
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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.
If you invested across these assets:
In 12 months it might be worth:
+11.33%
On average, analysts expect assets in this group to grow 11.33% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
