I absolutely love that someone did a detailed analysis of the apparel retail industry. I agree on the point that it is a viable niche market, and i also agree that the solution for each retailer is having a strong balance sheet so they can endure the current and future macrotrends. Which would also allow technological leverage in the future when AI+VR can be incorporated in some way to the stores, enhancing the marketing, and improving cost of storage margins.
Being that apparel retailing is cyclical by nature. I think it would be interesting to explore how cyclical this industry is, compared to other sectors in the market, like energy or metals. Just a thought, Thank you.
I absolutely love that someone did a detailed analysis of the apparel retail industry. I agree on the point that it is a viable niche market, and i also agree that the solution for each retailer is having a strong balance sheet so they can endure the current and future macrotrends. Which would also allow technological leverage in the future when AI+VR can be incorporated in some way to the stores, enhancing the marketing, and improving cost of storage margins.
Thank you Fernando.
Any aspects you would like to see covered in more detail?
Being that apparel retailing is cyclical by nature. I think it would be interesting to explore how cyclical this industry is, compared to other sectors in the market, like energy or metals. Just a thought, Thank you.