Scott Devitt covers direct-to-consumer retail, or e-commerce retail companies. Mr. Devitt says these companies are more consumer-centric than traditional retailers. He says the main theme right now is the major growth in e-commerce, as consumers are valuing convenience in retail in a way they never have before and are voting with their dollars in terms of share shift. He says e-commerce is by far the most important way to reach the customer on an incremental basis, because that’s where all the growth is coming from.
Full interview available here.
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