★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices Holiday Season eCommerce Spend on Track for Record-Breaking Boom Though Black Friday spending dipped overall, online transactions surged and boosted Cyber Monday to the biggest online shopping day in…McAlinden Research PartnersDecember 3, 2020
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Potential Walmart-TikTok Tie Up Creates New Crossroad of Social Commerce and E-Commerce Though Microsoft failed in its bid for an acquisition of TikTok’s US assets, Walmart is still pursuing some level of…McAlinden Research PartnersSeptember 16, 2020
★ Daily Intelligence Briefings (DIBs)MarketsServices Threats Mount Against BNPL Sector, Pressuring Pureplay Stocks “Buy Now, Pay Later” (BNPL) payment platforms have taken the globe by storm in the wake of the COVID-19 pandemic. Consumers welcome…McAlinden Research PartnersSeptember 8, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServicesTechnology Clicks vs Bricks Divergence Solidifies Worldwide Post-Lockdowns When MRP added Long Clicks vs Bricks to its list of themes in April, our rationale was that COVID-19 would…McAlinden Research PartnersJuly 6, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServices MRP Adds a New Retail Pair Trade to List of Themes: Clicks vs Bricks 2.0 The nationwide lockdowns that have kept people out of shopping malls, restaurants and bars have also tilted consumer shopping habits…McAlinden Research PartnersApril 20, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Long SRVR Short RTL Pair Trade Goes Beyond the Great Cessation The coronavirus outbreak has accelerated a secular change that’s been happening in the commercial real estate industry. The retail apocalypse,…McAlinden Research PartnersMarch 26, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Retail Real Estate Could See V-Shaped or U-Shaped Recovery in 2H 2020 In the midst of the coronavirus pandemic, online retail has been a winner much at the expense of brick-and-mortar. The…McAlinden Research PartnersMarch 23, 2020
★ Daily Intelligence Briefings (DIBs)MarketsServices Retailers Are Set to Reign in Black Friday, Cyber Monday Online Sales Black Friday sales broke records this year, but there seems to be a shortage of the viral videos depicting wild…McAlinden Research PartnersDecember 3, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction The Retail Apocalypse Pair Trade: Long Warehouse REITs / Short Retail REITs The rise of digital retail, bargain shopping, and apparel rental have permanently changed the future of retail in the United…McAlinden Research PartnersSeptember 26, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeServices New Tariffs May Thrash Retail Earnings $300 billion in new tariffs are now expected to hit the retail sector hard in the coming months. Previously, retail…McAlinden Research PartnersMay 15, 2019