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2022-01-06
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These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>
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Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136449921","media":"Barrons","summary":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellne","content":"<p><html><head></head><body></p><p><blockquote><html><head></head><body></body></html></blockquote></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p><blockquote>Cowen分析师表示，零售商将在2022年专注于五个主题，包括购物者的个性化体验、健康、送货速度、可持续发展和供应链。</blockquote></p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p><blockquote>首席分析师Oliver Chen在周二发布的一份报告中写道：“我们预计数据隐私和个性化体验将更加受到重视，‘医疗保健消费化’的兴起，以及供应链和可持续发展的新要求。”</blockquote></p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation, which will be “significant and semi-permanent.”</p><p><blockquote>总体而言，投资者应该寻找在大盘衰退期间表现更好并在通胀期间提供稳健回报的防御性股票，这将是“显着且半永久性的”。</blockquote></p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><blockquote>以下是考恩确定的10只股票，它们有望从今年的五大零售趋势中受益。</blockquote></p><p><b>Personalization and Privacy</b></p><p><blockquote><b>个性化和隐私</b></blockquote></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p><blockquote>考恩说，投资者应该留意那些专注于客户体验和忠诚度计划的公司。</blockquote></p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Retail Stocks Are Set for 2022’s Biggest Trends. 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Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-06 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><blockquote><html><head></head><body></body></html></blockquote></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p><blockquote>Cowen分析师表示，零售商将在2022年专注于五个主题，包括购物者的个性化体验、健康、送货速度、可持续发展和供应链。</blockquote></p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p><blockquote>首席分析师Oliver Chen在周二发布的一份报告中写道：“我们预计数据隐私和个性化体验将更加受到重视，‘医疗保健消费化’的兴起，以及供应链和可持续发展的新要求。”</blockquote></p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation, which will be “significant and semi-permanent.”</p><p><blockquote>总体而言，投资者应该寻找在大盘衰退期间表现更好并在通胀期间提供稳健回报的防御性股票，这将是“显着且半永久性的”。</blockquote></p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><blockquote>以下是考恩确定的10只股票，它们有望从今年的五大零售趋势中受益。</blockquote></p><p><b>Personalization and Privacy</b></p><p><blockquote><b>个性化和隐私</b></blockquote></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p><blockquote>考恩说，投资者应该留意那些专注于客户体验和忠诚度计划的公司。</blockquote></p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"THRN":"Thorne Healthtech","OLPX":"Olaplex Holdings, Inc.","M":"梅西百货","COST":"好市多","WSM":"Williams-Sonoma Inc","WMT":"沃尔玛","WRBY":"Warby Parker Inc.","AEO":"美鹰服饰","TGT":"塔吉特","KSS":"柯尔百货"},"source_url":"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136449921","content_text":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation, which will be “significant and semi-permanent.”Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.Personalization and PrivacyInvestors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote. WellnessCowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.Speedy Delivery and Pick UpOne thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.SustainabilityMore consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.Supply Chain FightersRetail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.","news_type":1,"symbols_score_info":{"THRN":0.9,"M":0.9,"TGT":0.9,"COST":0.9,"OLPX":0.9,"WMT":0.9,"WSM":0.9,"WRBY":0.9,"AEO":0.9,"KSS":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/695687688"}
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