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When we covered Best Buy’s strong start to 2021, we noted that the brand was positioned exceptionally well for the recovery period. And while our overarching affection for the brand and its powerful strategic decisions are clear at this point, recent data only deepens our expectation for a very strong 2021.

The retail landscape is changing, but the last year has proven the fundamental importance and centrality of physical retail. The result is not a doomsday, retail apocalypse scenario but instead a newer, more sophisticated ecosystem that places emphasis on the full range of value driven by an offline location.

Returning retail normalcy is driving visits up across sectors, but there may not be a brand better positioned to enjoy the unique post-COVID environment than McDonald’s.

Where Do We Go From Here?

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