Jeff Bishop here.
We've gone through one of the most radical events in American history, and we're still trying to unpack the impact of COVID-19 on the economy. In fact, we're only in the third inning. Let me break down for you what has happened, and just how difficult it is to put into numbers. Before COVID, people were buying things on phones and computers. But at the heart of the economy was a service industry and sales industry that placed "Physical Sales" in front of their Digital sales channels. You'd go to a Big Box retailer to get questions answered about a new television. People would go to cosmetic stores and get free in-person makeovers. The same goes for life insurance, auto sales, and anything else that relied on that first big sales meeting. If you wanted someone to take care of your ant problem, they'd send a salesperson to your door. They'd walk around your property and give you a quote. Now, call pest control. They'll ask you to connect on Zoom and show you the property on your smartphone. You get an estimate, and they'll only bill you for the work they do - after socially distancing and calling you from their cell phone WHILE on your property. Today, now those in-store makeovers are virtual. You can buy a car on Carvana. Even the real estate industry has shifted to an incredible amount of sales from the online experience. In six months, the DOMINANT sales strategy of the U.S. economy has gone from Physical First (with a digital followup via email) to Digital First (and physical follow up sometimes, if ever again). I can't stress this enough.
This is a massive wave of capital moving from the Physical world to the Digital one.
The U.S. is now seeing almost 20% of all retail done online. That's up from 16% a year in 2019.
In fact, we saw a 45% JUMP in ecommerce sales year-over-year in Q2 alone.
Meanwhile physical retail sales are on pace to drop by 15%.
Do you really think that either trend is going to slow down in the years ahead? (If not, I've got some Big News for you). Anatomy of a Trend Think back to the start of March.
When COVID-19 hit, companies that already had a robust digital presence transitioned seamlessly. Amazon, Walmart, Target, Shopify, and other companies with a strong online sales strategy have surged as a result of this transition. Amazon alone went from $1,800 per share to more than $3,200 in just a few months. The companies that lacked a digital presence have struggled. Many little shops with no means of selling online have gone out of business.
Naturally, restaurants, movie theaters, brick-and-mortar retail shops, and other companies that couldn't sell online struggled. Restaurants couldn't do anything if they didn't already sell through popular apps like Uber Eats and GrubHub. The ones who adapted have survived. Digital First as a strategy is here to stay, and it will continue to evolve into the dominant marketing and sales channel in the years ahead. There's just one problem: People are dramatically overlooking one key trend. And that trend presents a multi-trillion-dollar trend in the years ahead. Caught Behind the Curve It's not just the online sales strategies that are critical to the survival of so many small businesses. It's the security that is critical. Roughly 70% of small businesses have said they plan to increase their investment in cybersecurity in the years ahead. However, cybersecurity stocks haven't rallied because investors are also way behind the curve. Think about this: We're going to see a record number of companies jumping online to boost sales, increase customer contacts, and expand their brands. That must have cyber criminals licking their lips at the increase in potential targets. Last year alone, cyber damage caused $6 TRILLION in damage to the global economy, according to Cyber Security Ventures. I expect that figure is going to hit at least $10 trillion in the coming years given the FIVE-YEAR ACCELERATION in ecommerce adoption and broader expansion of the Digital Economy. To protect the backbone of the economy, we will need to see a dramatic increase in spending to protect consumers, small businesses and corporations. It won't be physical security to protect their "physical first" strategy. It MUST be digital security to protect them as they transition to a "Digital First" strategy. Which is why I expect last year's $123 billion spent on IT security to EXPLODE. How much? We could be looking at a 3x to 5x increase in the next five years. And I want to be ahead of that wave… Don't you? That's why I'm getting ready to unveil my No. 1 Cybersecurity Pick for the "Digital First" Economy. This company is trading at an 80% discount to Wall Street consensus price targets, it has the backing of a private equity firm with more than $300 billion in assets, and it operates across the consumer and small business security industry.
This is an industry leader that I believe could rally by 100% in the next year alone. And I want to give it to you LIVE on Thursday at Noon, ET. You can be there by joining my Portfolio Manager, a research service that lets you follow along as I identify trends and stocks like the ones I've mentioned today BEFORE everyone else can jump in. You'll get access to the portfolio of the companies in which I'm putting MY money to help my family's wealth grow. There's only 48 hours left, and spots are limited.
Again, this is your chance to get into one of the greatest trends in the history of American economy on a stock trading under Ten Bucks. >>Join me here<<
Jeff Bishop
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