Just as the pandemic caused a sales boom for companies that provide digital services, the reopening could drive equally strong near-term demand for certain consumer discretionary companies that experienced a sales collapse in 2020. Here's why they chose Yeti Holdings (NYSE: YETI), Walt Disney (NYSE: DIS), and Airbnb (NASDAQ: ABNB). John Ballard (Yeti Holdings): Amazon recently released some shopping data showing booming sales for luggage and rising demand for teeth-whitening toothpaste, which is quite revealing of how eager people are to return to normal routines. Read More...
Motley Fool
Three Old-School Companies That Could Outperform New-Tech Upstarts
Here’s why three Fools believe GXO Logistics (NYSE: GXO), Ford Motor Company (NYSE: F), and Goldman Sachs Group (NYSE: GS), despite operating in stodgy, old industries, are likely to outperform the market over time. Lou Whiteman (GXO Logistics): The explosive growth in online shopping has created a number of new retail titans, including Amazon and Shopify, and it has also put more of an emphasis on inventory management, warehousing, shipping, and managing returns. GXO is well-positioned to take on that burden for retailers, and it should be a huge beneficiary of the continued growth in e-commerce.
