Note: This thread is related to #COVID19.

Follow the World Health Organization's instructions to reduce your risk of infection. Avoid the three Cs: Crowded places, Close Contact Settings & Confined spaces. Airborne aerosols play an important role in transmitting COVID-19.

- Avoid crowded places and limit time in enclosed spaces

- Apply social distance

- Air rooms by opening windows & doors

- Keep hands and surfaces clean, cover coughs & sneezes

- Wear a mask when you are not at home or when physical distancing is not possible

Gavin Baker
+ Your AuthorsArchive @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. No investment advice, views all my own. gavin-s-baker.com/ Sep. 22, 2020 1 min read

1) Coming to believe that category leading brick and mortar retailers and brands will be the biggest long term beneficiaries of Covid.

E-comm co's were pulled a few years into an inevitable future. The fundamental trajectory for many brick and mortar retailers has changed.

2) Predominantly e-commerce companies are 2ish years ahead of plan.

"Brick and mortar" retailers/brands are 5ish years ahead of plan in e-commerce and their CEO's now have the courage to invest in e-commerce the way they should have been investing all along.

3) So they will come out of Covid as much stronger competitors in e-commerce while facing a less competitive physical retail environment.

The future is omnichannel. Every single e-commerce company believes that brick and mortar stores have value.


You can follow @GavinSBaker.



Bookmark

____
Tip: mention @threader_app on a Twitter thread with the keyword “compile” to get a link to it.

Enjoy Threader? Sign up.

Since you’re here...

... we’re asking visitors like you to make a contribution to support this independent project. In these uncertain times, access to information is vital. Threader gets 1,000,000+ visits a month and our iOS Twitter client was featured as an App of the Day by Apple. Your financial support will help two developers to keep working on this app. Everyone’s contribution, big or small, is so valuable. Support Threader by becoming premium or by donating on PayPal. Thank you.


Follow Threader