Bernstein Research sees opportunities for investors in some retail shares. The most recent increase in US individual sales sales seems to confirm this.
• Retail sales in the USA recently better than expected
• US retailers are apparently worried about tariffs
• Optimistic amber analysts for selected retail shares
The shift of the macroeconomic environment may have triggered an “escape to value title”. According to “investing.com”, amber analysts represented this opinion in a message to their customers. In this context, they pointed out that, for example, Dollar General (DG) and Dollar Tree (DLTR) have achieved an outperformance of around 45 and 25 percent in the previous course.
Future potential for US individual dealers
Even with a view to the future, the US analysis house Bernstein Research continues to see investment opportunities for some selected US individual trading companies. The analysts expect that the customs -related volatility of 2025 will give way to clearer consumer trends and operational differentiation in the second half of the year.
“We expect retailers with price leadership (e.g. WMT) and/or convincing opening price offers (e.g. DG, DLTR) to continue to benefit from trade-downs in the second half of the year,” is quoted from the customer message.
Dollar General eliminates problems
In sight for six to nine months, the amber analysts see upward potential, especially in the general general, although the share has already risen sharply over the course of the year. However, due to self -defined problems, the share is “still below its historical levels”. But “as soon as the turnaround strategy bears fruit, we see many options for relaxing the gross margin that is underestimated by the consensus,” it said.
Walmart with potential for e-commerce
In the sight of the next three to five years, the amber analysts, on the other hand, prefer Walmart (WMT) and referred to the underestimated profitability in e-commerce and the potential IPO of the Indian participations. “From here we see an additional upward potential if WMT manages to maintain the dynamics of its market share profits and/or better cut off when increasing e-commerce redematability,” the experts wrote.
US individual sales sales surprise positively
In the first half of the year, US President Donald Trump caused a lot of unrest in the economy and the stock exchanges with his erratic trade policy. However, according to the amber analysts, “most retailers consider the current customs level to be manageable”.
The data of the Ministry of Commerce on the US individual sales sales published a few days later seem to confirm this. According to this, the proceeds in June grew by 0.6 percent compared to the previous month after they were still 0.9 percent in May. On average, economists had only expected an increase of 0.1 percent.
After numerous U -turns of Trump, a certain habituation effect has found their way into the market participants – hardly anyone takes their threats seriously in the trade conflict. In the United States, the acronym “Taco” (Trump Always Chickens Out) has even established itself as a formula for its numerous backers.
Editor finance.net
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