Search this website. You can use fund codes to locate specific funds

Credit: Industry Insights

With second-quarter earnings wrapped up for US retailers, all eyes are now on the holiday season. How will retailers fare in the second half of the year?

In the latest instalment of Industry Insights, Ilana Elbim, Senior Credit Analyst, reflects on a better-than-expected Q2 earnings season for retailers and examines the outlook for the sector as it continues to navigate the impact of the coronavirus pandemic.

Against the backdrop of coronavirus-related lockdown restrictions in many countries, retailers with “good channel diversification” fared well in the second quarter. “Ecommerce has been a significant driver for most retailers, especially those investing in their digital capacity,” Elbim explained.

Going forward, however, retailers remain cautious. To find out why, watch the short video below.

More Insights

Meeting Room Webcast: Sustainable Global Equity
Announcing the upcoming launch of our Sustainable Global Equity Strategy.
EOS publishes white paper Fixing Fast Fashion
This paper sets out how companies can move towards circular economy approaches.
Authenticity in ESG integration
We explain why the delivery of Sustainable Wealth Creation has and always will be our core purpose.
Global Equity ESG: Annual Report 2020
Combining attractive fundamentals and good or improving ESG characteristics
SDG Engagement Equity: 2020 Annual Report
What engagement progress did we achieve over the last year?
SDG Engagement Equity commentary: Alliant
Alliant is on course to transform the energy mix it uses to generate electricity.