Bank of America hails a ‘new era’ of online shopping and picks 4 global stocks to buy

CNBC2021-07-09

Analysts at Bank of America have identified “leading” online shopping stocks set for growth as it hailed a new era for e-commerce. The bank’s analysts picked European stocks set to benefit from new ...

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精彩评论

Linh2
2021-07-09
Linh2
Good
MichelleTan
2021-07-09
MichelleTan
Good good
MichelleTan
2021-07-09
MichelleTan
Good
CTigger
2021-07-09
CTigger
Like please
Nighttt
2021-07-09
Nighttt
Yes!
tig2021
2021-07-09
tig2021
"New era* started 1 year ago.

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The bank’s analysts picked European stocks set to benefit from new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/bank-of-america-picks-4-global-online-shopping-stocks.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BAC","symbol_name":"美国银行","start_time":0,"source_url":"https://www.cnbc.com/2021/07/09/bank-of-america-picks-4-global-online-shopping-stocks.html","article_id":"1131528233","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/07/09/bank-of-america-picks-4-global-online-shopping-stocks.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1131528233","pubTimestamp":1625797689,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Analysts at Bank of America have identified “leading” online shopping stocks set for growth as it ha","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BAC":"美国银行"},"translate_title":"美国银行欢呼网上购物的“新纪元”，并挑选了4只全球股票购买","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAC":0.9},"content_text":"Analysts at Bank of America have identified “leading” online shopping stocks set for growth as it hailed a new era for e-commerce. The bank’s analysts picked European stocks set to benefit from new business models such as marketplaces that help them access “vast” numbers of new customers overnight, calling such firms “pioneers” in the space.\nThe coronavirus pandemic sped up the shift toward online fashion shopping which BofA predicts will continue, and its analysts like retailers that can offer a combination of own-label brands, third-party labels and e-commerce solutions they can sell to other companies.\nThey prefer stocks that have marketplaces that don’t hold inventory but take fees when goods are sold (similar toAmazon), over wholesalers that do own third-party goods that they sell on to shoppers, according to a research note titled “European Online Retail: The New Era,” published Tuesday.\n“Marketplace models are still at an early stage, and although their profitability is continuously improving as they scale, they are still quite low at the moment,” the analysts led by Geoffroy de Mendez said. But those who can embrace such models are likely to become “winners,” BofA added.\n“We are seeing online apparel players actively evolving to find new levers of growth in a post-pandemic world. This goes through changes in business model, but also entry into new categories and M&A [mergers and acquisitions],” the analysts said. BofA said the changes would happen quickly, affecting “earnings power” and creating “long-term leaders.”\nThe analysts’ buy-rated stocks are:\nBritish-Portuguese firmFarfetch, which “ticks all the boxes” with its marketplace model, own brands and e-commerce solutions for other firms. “The partnership with Alibaba could help Farfetch grow in China,” the analysts added, referring to a deal that saw the Chinese companyinvest $1.1 billion into Farfetchwith luxury group Richemont in November. The stock has a potential upside of 50%, BofA estimated.\nBoohoois a pick for its “fast growth, exposure to reopening and Debenhams acquisition,” according to the analysts, referring to its purchase of a British department store’s name and website in January.\n“We believe boohoo shares are set to experience a significant rerating as the operating performance continues [to] do well and the concerns over ESG [environmental, social and governance factors] and supply chain fade,” BofA stated. Boohoo stopped using some suppliers in March after an investigation into poor working conditions by British newspaper The Sunday Times. The stock has a potential upside of 47%, the bank said.\nGerman e-commerce firmZalandohas a potential upside of 36%, according to BofA, which described it as “the best player in the European online apparel landscape.” “Its wholesale business is now much bigger than the competition, but more importantly, we believe Zalando’s move into the marketplace model is a strong success, will help the group outperform peers in the future,” the analysts wrote.\nThe Hut Group is also a pick for Bank of America. The British firm owns and operates brands and websites such as beauty site Lookfantastic, skincare firm Espa as well as hotels — where it also sells its products. BofA said the firm “will be a key enabler” of a shift to online sales with its mix of own brands, wholesale and e-commerce solutions for other companies.\n“We think this is only the beginning and leading players such as Zalando or Farfetch are already offering additional services like fulfilment, data or marketing — building strong (and profitable) ties with brands and retailers,” the analysts stated.\nThe analysts estimated the online apparel and footwear market was worth 301 billion euros ($356) in 2019 and estimated it would grow with a compound annual growth rate of 13% to reach 701 billion euros in 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