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Industry Focus

CG: 2020’s Top Trends in Consumer Goods

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 13 October 2020

⏱️ 46 minutes

🧾️ Download transcript

Summary

Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020.

Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA)

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods.

0:19.1

Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.

0:27.4

Welcome to Industry Focus. I'm the host of this Consumer Goods focused episode,

0:32.4

Emily Flippinin and today is Tuesday

0:34.6

October 13th. Today I am joined by the Motley Fool's one and only Osset Sharma and

0:40.3

we're going to be talking about some of the biggest emerging trends that we've seen in

0:44.8

2020 for consumer goods companies.

0:47.4

Osset, thank you so much for joining.

0:50.4

Really glad to be here, Emily, and excited as always to talk consumer goods.

0:55.3

Well I am just back from a week of vacation and I've mentioned this before we started

1:00.8

taping but you have put a lot of prep into these four trends and I don't even know where to be to begin your outline. I jokingly said it twice now. It's like a dissertation. There's so much material in here, but let's start with what you call the rise of small scale e-commerce.

1:18.0

And I think the reason why this is a great place to start is because I think a lot of our listeners I know myself personally I'm very

1:24.7

aware of this 2020 trend for consumer goods and I think it will resonate a lot with a lot of our

1:29.6

listeners.

1:30.6

Sure well you know Emily it seems like the rise of remote work-type stocks has crowded out all the idea space in the stock market because a few, like a handful of really strong names

1:44.0

Zoom what we're using right now. Those have really come to the fore in investors

1:50.0

consciousness and below that behind the scenes there's a group of smaller but

1:56.8

not not very small companies well known companies that have done extremely well

2:00.3

and so two that I wanted to talk about and get your thoughts on this to are

2:04.5

ETSI and Fiber. So ETSI and Fiber symbol FVIRR. Let's start with ETSI. So during the pandemic, those of you who follow the stock probably

...

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