Pandemic to Spur Increased M&A in Mid-Sized Retail, PJ Solomon's Leonhardt Says

The video discusses the current slow pace of M&A due to uncertainty in the sector, emphasizing the need for consolidation to achieve scale and manage rising costs. It highlights the structural margin shifts in retail, driven by increased spending on digital infrastructure and COVID-related expenses. The discussion also covers the impact of these costs on retail strategies, suggesting that middle-market consolidation and technology investments will be key to competing with major players like Amazon, Target, and Walmart.

In what ways are retailers expected to invest in technology to support their operations?

What challenges do retailers face in competing with larger companies like Amazon?