Last week Damian Fernandes, Portfolio Manager, TD Asset Management, was on the show and discussed changing demographics and how new shopping patterns could change the dynamics for retail stocks. Damian is back in Part 1 of 2 segments to talk to Sara D'Elia about which "experiential" retail stocks could move higher in 2018. Click here to see the introduction to this segment.
What are "experiential consumption" retail companies?
What are some of the stocks to watch in entertainment, vacation and restaurants?
What could slow returns for these stocks?