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The bigger they are, the harder they fall. Tech giants – Alphabet, Apple, Amazon,
Meta and Microsoft -- have been dominating the field for decades. Although these stocks are highly volatile and investor expectations can become overheated, now with raging inflation, fears of recession, new privacy laws and talk of monopoly busting, the tide may be turning. Recent earnings are declining, streaming and subscription services are at risk, and the uncertainty of the metaverse is looming on the horizon. Even behemoths Walmart and Target were hit with Q1 unexpected losses. Join Robin Lewis and Shelley E. Kohan, TRR’s chief strategist, as they unpack what’s happening here and debate whether retailers that were nimble, quick, and innovative during the pandemic will slip back into their old ways of doing things slowly, measured, and the way they’ve always done business.
For more strategic insights and compelling content, visit TheRobinReport.com where you can read, watch, and listen to content from Robin Lewis and other industry experts.
Be sure to follow us on LinkedIn and Twitter for the latest from Robin Lewis and The Robin Report.
For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.
