Direct to Consumer Brands Are 'Completely' Disrupting Retail, Says Leonhardt

The video discusses the ongoing shift in the retail sector towards online sales, which currently make up about 15% of total US retail sales. It highlights the rise of direct-to-consumer brands that are disrupting traditional retail, particularly in categories like intimate apparel. The discussion also covers the impact of these changes on mergers and acquisitions, noting a trend towards smaller, strategic deals. Finally, the video explores the convergence of traditional retail and technology, using Walmart's acquisition of Jet as a case study to illustrate how such moves can transform a company's market approach.

What trends are observed in mergers and acquisitions within the retail space?

How are traditional retailers adapting to the emergence of new brands?