How consumers search for, interact with and transact with retail businesses and channels continues to evolve rapidly.
As a result of lockdowns and social distancing, the structural shift of consumer behaviour away from physical locations has accelerated.
Traditional Retail is becoming increasingly less relevant; but retailers recognise they need to change. Customer-centricity, experiential consumption, asset light models and value & discount are the themes and drivers of success in Modern Retail.
Characteristics of bd-capital investment themes include: