Goldman: These Sectors Won’t Be Able To Resist Online Disruption For Long

The disruption of the physical retail market by online retailers has been one of the main stories on Wall Street since the beginning of the dot-com boom nearly two decades ago. And as the closure of brick and mortar stores has accelerated over the past year or so speculation about what the future holds for traditional retailers has reached fever pitch.

However, according to research from Goldman Sachs, there are pockets of the retail industry remain attractive for retail investors. Specifically, the lead story in the bank’s April 12 bi-monthly “Fortnightly Thoughts” research booklet, takes a look at the performance of those sectors, which haven’t been affected by e-commerce. Companies exposed to consumer spending categories with relatively low e-commerce penetration (home...