The Blurred Lines of Retail

The video discusses the ETF strategy known as the 'death of the mall trade,' which involves going long on online retailers like Amazon and shorting brick-and-mortar-focused ETFs like XRT. The ETF's performance is analyzed, showing it outperforms the S&P and aligns with consumer discretionary ETFs. The discussion highlights the blurring lines between online and physical retail, with companies like Amazon and Wayfair expanding into physical stores. The video also covers the pet care ETF, emphasizing its strong fundamentals and market potential despite its unconventional name.

What factors contribute to the growth of the pet care market as mentioned in the text?

Discuss the implications of the blurred lines between online and physical retail as described in the text.