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Next Plc: Fashion Risks & Sourcing Agility

Partner Interview

NEXT•GB•Large CapASOSboohooPrimarkZalandoNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples

Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure

Wayfair•US•Large CapCardlyticsboohooInstructureBecleSHEINAmazonNEXTD2L

Boohoo & UK Fashion Supplier Relationships

boohoo•GB•Small CapASOSNEXTAssociated British FoodsSHEINZalandoCounter PositioningNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerConsumer DiscretionaryConsumer Staples

AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime

Amazon•US•Mega CapNetflixHCA HealthcareNEXT

Next PLC: Sourcing Capabilities & UK Apparel Competition

Partner Interview

NEXT•GB•Large CapConsumer Discretionary

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