Following Lowe's decision to cut corporate jobs to bolster its store staff, a new investment theme emerges from this retail industry trend. The focus is on companies that provide the technology and services needed to empower frontline workers and enhance the in-store customer experience.
Published on February 15
Major retailers are dramatically shifting their focus from corporate overhead to frontline excellence. This operational pivot creates fresh opportunities for the companies that power these in-store experiences.
As retailers redirect capital toward store-level improvements, demand for point-of-sale systems, analytics tools, and employee engagement software could accelerate rapidly.
These companies were handpicked by professional analysts for their strategic positioning to benefit from retail's transformation toward frontline empowerment and enhanced customer experiences.
Major retailers like Lowe's are cutting corporate jobs to strengthen their frontline staff, signalling a strategic shift toward in-store excellence. This trend creates opportunities for companies that provide the technology and services needed to empower these customer-facing employees and enhance the shopping experience.
This group focuses on technology providers that support frontline retail operations. From point-of-sale systems to employee engagement software, these companies help retailers improve store-level performance and customer service through better tools and analytics.
These companies were handpicked by professional analysts based on their positioning to benefit from retail's operational shift. As retailers redirect capital from back-office functions to frontline improvements, demand for these enabling technologies could increase significantly.
This basket's total market capitalisation is $3.60T and is heavily anchored by a handful of very large-cap constituents, concentrating most of the weight in the top positions.
LOW: $161.21B
ZBRA: $13.02B
VYX: $1.31B
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.
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.
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.
+6
Here are a few of the assets in this group. Create an account to unlock the full list.
ZEBRA TECHNOLOGIES
ZBRA
Current Price
$361.86
Provides barcode scanners, mobile computers, and RFID technology essential for inventory management and point-of-sale operations by frontline retail s...
Provides barcode scanners, mobile computers, and RFID technology essential for inventory management and point-of-sale operations by frontline retail staff.
NCR VOYIX CORP
VYX
Current Price
$8.08
A leading provider of point-of-sale software, self-checkout kiosks, and other retail automation technologies that are critical for frontline store ope...
A leading provider of point-of-sale software, self-checkout kiosks, and other retail automation technologies that are critical for frontline store operations.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
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:
+35.16%
On average, analysts expect assets in this group to grow 35.16% over the next year.
11 of 16 assets in this group are rated Buy by professional analysts.
