Cowen & Co. Analyst Sees Disruption in Retail Stocks

The video discusses the potential impact of border tax adjustments on the US retail sector, highlighting the challenges faced by domestic businesses like Under Armour and Hanesbrands. It explores the structural changes in retail, such as the shift from department stores to direct sales and the role of Amazon. The video emphasizes the need for caution due to potential market downside and suggests strategies for retail success, including focusing on international business and direct distribution.

What are the potential impacts of border tax adjustments on the retail sector?

Which companies are most exposed to the risks associated with border tax adjustments?

How is Ralph Lauren adapting to the changes in the retail environment?

What are the long-term implications for companies that rely heavily on department stores?

What strategies should brands consider to engage consumers on platforms like Amazon?