Is it Time to Start Allocating to Canadian Retail?

The retail landscape in Canada is undergoing a dynamic shift. As e-commerce continues to reshape consumer habits, certain segments of bricks-and-mortar retail are showing surprising resilience. Luxury and discount stores are thriving, while food and drug-anchored centres remain steadfast, benefiting from steady demand.

However, the broader market faces challenges, with consumer debt, shifting spending habits, and the growing dominance of online sales influencing the future of physical retail spaces. For investors, this is a time for careful consideration, as opportunities lie in stability and thoughtful choices within an evolving sector.

Explore how the changing retail market is redefining its role in a diversified portfolio.