from Pfizer, investors are starting to think about recovery from COVID-19 and what this means for their portfolios.
However, even with a vaccine, some stay-at-home stocks will be here for the long-term. Barclays equity analyst, Julien Roch and his team broke down their strategy for evaluating which stay-at-home picks will deliver value for the long-haul. Barclays' analysts identify meal kits, online pharma and food delivery in emerging markets as the categories with least maturity, while fashion is seen as most mature."The more the offline experience has a chance to improve post vaccine, the worse it is for online," Roch said.
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