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IN Tune: Accelerating the Inevitable; E-Commerce Adoption Likely Here to Stay


IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  

This episode is hosted by Stephen MacLeod, CFA, Special Situations Analyst and Nevan Yochim, CFA, Special Situations Associate

Special Situations Analyst Stephen MacLeod and his Associate, Nevan Yochim, discuss recent developments in e-commerce. E-commerce growth has been, and is expected to continue, outpacing traditional bricks and mortar retail sales growth. While the shift towards e-commerce has been happening over many years, COVID-19 has accelerated the pace of adoption for companies and consumers alike. Stephen and Nevan discuss the role of physical stores in light of e-commerce adoption, identify three important characteristics that define “winning” retailers, outline potential risks, and touch on earnings implications for their retail and consumer product coverage universe.

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