The way we shop has changed and is continuously evolving. As consumers, we’re buying more for less, and getting a better deal all the time. But are the bargains we make today, killing off our shopping choices for tomorrow?
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AtlasTrend Co-founder, Kevin Hua, joins Christopher Hall of Arrow Securities Group to share knowledge on the international shopping front. They discuss how changes in the retail industry are creating investment opportunities and how to profit from the companies driving these changes.
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Technology and the internet have benefitted both businesses and the consumer
- Consumers can now research a product thoroughly
- Businesses gain a better understanding of customers, allowing them to improve marketing capabilities and get products to market faster
Traditional retailers are struggling, while new-age retailers are turning into international Goliaths
- To succeed in the modern world, having the best product at the lowest price is not enough
- Consumers expect both but want convenience and lots of choice
- Amazon and Alibaba are providing all this and more – its a scale game, offering breadth of product, growing user base allowing to continue offering lowest prices
- Bricks and mortar stores will still have a place depending on the industry – allows for physical browsing and research, act as pick up points for online sales
AtlasTrend constructed an online shopping fund to take advantage of the structural trend of more consumption going online
- We believe this is a trend that will continue to grow for at least the next decade as online shopping penetration is only at 10% to 20% depending on the market
- The fund invests in industry leaders who are driving the trend and are becoming the dominant retailers globally
- We also scour the developed markets for industry leaders in different verticals such as online apparel, online travel and online video gaming
- The fund has returned 21% in the last year to 30 June 2017, which compares favourably to the U.S. and ASX retail indices
Listen to more audios in this series:
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