Amazon's influence

Amazon’s influence

By 2040, U.S. e-commerce retail sales could well surpass brick-and-mortar store sales.

The influence of e-commerce is often referred to as “the Amazon effect” — the pressure placed on traditional retailers from online competition.

Amazon’s platform has caused disruption and share loss for legacy retailers — a trend that we expect to continue well into the future.

In the context of Amazon’s influence, we look for retailers with differentiated offerings that do not translate well to an e-commerce model. For example, those with products that are too heavy, products that need frequent and fast deliveries or returns, or services that are difficult to replicate in a digital setting.

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SHERWIN WILLIAMS (SHW)

In the context of Amazon’s influence, we look for retailers with differentiated offerings that do not translate well to an e-commerce model. For example, those with products that are too heavy, products that need frequent and fast deliveries or returns, or services that are difficult to replicate in a digital setting. Sherwin Williams’s largest segment, The Americas Group, is the leading paint retailer serving U.S. professional paint contractors. It also sells direct to consumers through its 4,000-store network and some large retail partners.

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