This article was first published by Bespoke Investment Group
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Back in 2014, we created the Bespoke Death By Amazon Index. The index tracks a list of traditional brick & mortar companies threatened by the rise of e-commerce. We update this index (available on both a market cap-weighted and equal weight basis) every month, and we think it does an excellent job tracking the rise of Amazon and the fall of traditional retailers. We also provide index members in the full report, which can be an interesting source of ideas in the retail sector. Below we chart the Bespoke Death by Amazon Index (light blue line) versus the S&P 1500 and AMZN so you can see the underperformance that the index has experienced over the last four years.
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