David Wood invests in companies involved in retail and department stores. David currently holds shareholdings in the retail companies who own: Best Buy . Boots . Costco . Currys . Foot Locker . GameStop . Gap . H&M . Home Depot . Kohl’s . Kroger . LSL Property Services . LVMH Moët Hennessy Louis Vuitton . Marks and Spencer . Motorpoint . Mulberry . Pendragon . ProCook . Sainsbury’s . Starbucks . Superdry . Target . Telefonica . TUI . Vodafone . Walgreens . Watches of Switzerland . etc.
Other investment sectors include: (1) Music & Entertainment (2) Media & Broadcast (3) Hotels & Hospitality (4) Fashion & Cosmetics (5) Food & Beverage (6) Technology (7) Retail (8) Sport (9) Medical, Healthcare & Pharma (10) Automotive (11) Industry & Manufacturing (12) Energy & Mining (13) Telecommunications (14) Banking & Finance (15) Insurance (16) Property & Real Estate (17) Shipping & Delivery.
Sector 7 (Retail)
– Abercrombie & Fitch Co
American lifestyle retailer that focuses on casual wear through over 700 stores. Brands include: Abercrombie & Fitch, abercrombie kids, Hollister Co, Gilly Hicks, and Social Tourist. Find out more: Abercrombie & Fitch [#101 #USA – Shareholding of less than 1%]
– Advance Auto Parts, Inc.
American automotive aftermarket parts provider who (as of 2022) operate over 4,700 in-house stores, over 300 Worldpac branches, and supply over 1,300 independently owned Carquest stores. Find out more: Advance Auto Parts [#319 #USA – Shareholding of less than 1%]
– Allbirds, Inc.
American company that sells – as eco friendly as possible – footwear and apparel. They sell direct-to-consumer via their 58 retail stores and website, plus the likes of Nordstrom and Dick’s Sporting Goods. Find out more: Allbirds [#289 #USA – Shareholding of less than 1%]
– Apple, Inc.
American multinational technology company behind AirPods, Apple Watch, iPad, iPhone, and Mac. Apple Services include: App Store, Apple Card, Apple Music, Apple TV+, Apple Pay, Beats Electronics, Beddit, Claris, Drive.ai, InVisage Technologies, etc. Find out more: Apple [#40 #USA – Shareholding of less than 1%]
– Berkshire Hathaway, Inc.
American multinational conglomerate holding company who own own around 65 distinct companies and circa 260 subsidiaries. They hold significant holdings in public companies including Kraft Heinz, American Express, Bank of America, Coca-Cola, Apple, etc. Find out more: Berkshire Hathaway [#15 #USA– Shareholding of less than 1%]
– Best Buy Co, Inc.
American multinational consumer electronics retailer who have more than 1,000 stores in the US and Canada. Find out more: Best Buy [#164 #USA – Shareholding of less than 1%]
– BP PLC
British multinational oil and gas company. It is a vertically integrated company operating in exploration, extraction, refining, distribution, marketing, power generation and trading. Its brands include: BP, Castrol, Aral, ampm, Amoco, and the Wild Bean Cafe. Find out more: BP [#295 #England – Shareholding of less than 1%]
– Bridgepoint Group PLC
British private asset growth investor with a presence in the US, Europe and China. They invest internationally in six principal sectors – business services, consumer, financial services, healthcare, advanced industrials and technology; and as of March 2023, they have 58 investments including the likes of Burger King UK, DeHavilland, Dr Gerard, Hobbycraft and Moneycorp. Find out more: Bridgepoint [#305 #England – Shareholding of less than 1%]
– Capri Holdings Limited, a global fashion luxury group consisting of iconic founder-led brands: Versace, Jimmy Choo and Michael Kors. The business was formerly known as ‘Michael Kors Holdings Limited’ and renamed ‘Capri Holdings’ in 2019. Find out more: Capri [#263 #USA – Shareholding of less than 1%]
– Cazoo Group Limited
British online car retailer who offer an online marketplace for used cars. Find out more: Cazoo [#229 #Automotive #CarRetailer #UsedCars #Founded2018 #London #England #UK #NYSE #CZOO #Est21stCentury]
– Celtic Football Club
Scottish professional football club based in Glasgow, who have a retail operation. Find out more: Celtic FC [#329 #Scotland – Shareholding of less than 1%]
– Chevron Corporation
American multinational energy corporation predominantly in oil and gas, and active in more than 180 countries under the brands Chevron, Texaco, Caltex, Havoline, and Techron. They are vertical integrated and involved in exploration, production, refining, transport, chemicals, and power generation. Find out more: Chevron [#283 #USA – Shareholding of less than 1%]
– Coca-Cola Company
American drinks company who own some of their own stores. Find out more: Coca-Cola [#32 #USA – Shareholding of less than 1%]
– ConocoPhillips Company
An American company who own Conoco; 76; and Phillips 66 filling stations Find out more: ConocoPhillips [#265 #USA – Shareholding of less than 1%]
– Costco Wholesale Corporation
American retailer who (as of 2023) are the 5th largest retailer in the world, operating 800 membership-only big-box retail stores around the world. Find out more: Costco [#266 #USA – Shareholding of less than 1%]
– Currys PLC
British omnichannel technology product retailer who operate through over 800 stores in 8 countries. Find out more: Currys [#69 #London – Shareholding of less than 1%]
– Domino’s Pizza, Inc.
American multinational food retailer whose pizza chain (as of 2019) had approximately 15,000 stores in over 80 countries. Find out more: Domino’s Pizza [#267 #USA – Shareholding of less than 1%]
– Dr. Martens PLC
British footwear and clothing retailer who are also known internationally as Doc Martens, Docs and DM’s. Their footwear is distinguished by their cushioned sole and yellow stitching. Find out more: Dr Martens [#202 #England – Shareholding of less than 1%]
– eBay, Inc.
American multinational e-commerce that facilitates consumer-to-consumer and business-to-consumer retail sales through its websites in more than 190 markets around the world. Find out more: eBay [#159 #USA – Shareholding of less than 1%]
– Entain PLC
British international sports betting company that has operating licences in more than 18 countries. It owns the retail shops such as bwin; Coral; and Ladbrokes. Find out more: Entain [#301 #IsleOfMan – Shareholding of less than 1%]
– ExxonMobil Corporation
American multinational oil, gas, and chemicals corporation – that’s the largest direct descendant of Rockefeller’s Standard Oil – which was formed through the merger of Exxon and Mobil and whos brands include: Coolanol, Esso, Mobil, Exxon, On the Run, and Speedpass. Find out more: ExxonMobil [#277 #USA – Shareholding of less than 1%]
– EZGO Technologies Ltd,
Chinese who engage in the design, manufacture, rental, and sale of e-bicycles in China. They are also involved in the rental and sale of lithium batteries; and smart charging piles. Their brands are Dilang, Cenbird, EZGO and Hengdian. Find out more: Ezgo [#82 #Technology #Ebikes #Batteries #Founded2014 #Changzhou #China #Nasdaq #EZGO #Est21stCentury]
– Foot Locker, Inc.
American sportswear and footwear retailer operating in 28 countries. Find out more: Foot Locker [#332 #USA – Shareholding of less than 1%]
– GameStop Corporation
American consumer electronics and the largest video game retailer worldwide with over 4,000 stores. Find out more: GameStop [#333 #USA – Shareholding of less than 1%]
– Gap, Inc.
American worldwide clothing and accessories retailer who are the largest specialty retailer in the US and operate the brands: Gap, Banana Republic, Old Navy, and Athleta. Find out more: Gap [#298 #USA – Shareholding of less than 1%]
– Gear4Music (Holdings) PLC
British online retailer of musical instruments and musical equipment who operate 21 websites in 15 languages and 9 currencies. The company has distribution centres in England [York], Germany, Spain, Sweden, Ireland; and they also own AV Distribution Ltd, a retailer of AV and Hi-Fi equipment. Find out more: Gear4Music [#254 #England – Shareholding of less than 1%]
– Greggs PLC
British bakery chain with nine regional bakeries supplying their two thousand plus food-to-go outlets. that specialises in savoury products, sandwiches and sweet items. They also selected products through a supermarket chain. Find out more: Greggs [#310 #England – Shareholding of less than 1%]
– H&M (H&M Hennes Mauritz AB)
Swedish multinational clothing company that focuses on fast-fashion clothing for men, women, teenagers, and children. Their brands include: H&M, COS, Weekday, Monki, H&M HOME, & Other Stories, ARKET, and Afound. Find out more: H&M [#168 #Sweden – Shareholding of less than 1%]
– Home Depot, Inc.
American multinational home improvement retailer. They are the largest home improvement retailer in the US selling home appliances, tools, hardware, builders hardware, lumber, building materials, lighting, electrical supplies, paint, plumbing, flooring, garden supplies & plants. Find out more: Home Depot [#312 #USA – Shareholding of less than 1%]
– Hugo Boss AG
German luxury fashion house who sell clothing, accessories, footwear, and fragrances through over 1,000 stores worldwide. Find out more Hugo Boss [#105 #Germany – Shareholding of less than 1%]
– JD.com, Inc.
Chinese company who are one of the larget B2C online retailers in China by transaction volume and revenue. Find out more: JD.com [#83 #China – Shareholding of less than 1%]
– Jiuzi Holdings, Inc.
Chinese retailer that sell new energy vehicles (NEV) under the brand name Jiuzi. They have 31 operating franchise stores and one company-owned store in China (as of April 2021). Find out more: Jiuzi [#106 #China – Shareholding of less than 1%]
– Kering S.A.
French based multinational corporation who are a global luxury group, managing the development of a series of renowned houses including: Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen, Brioni, Boucheron, Pomellato, DoDo, Qeelin, and Kering Eyewear. Find out more: Kering [#107 #France – Shareholding of less than 1%]
– Kohl’s Corporation
American department retailer who are one of the largest in the US with circa 1,150 locations. Find out more: Kohl’s [#291 #USA – Shareholding of less than 1%]
– Kroger Company
American retailer who (as of 2023) operatee over 130 department stores; over 2,250 combo stores; over 180 marketplace stores; over 120 warehouse stores; over 1,600 fuel forecourts; over 2,250 pharmacies; and over 125 jewellery stores. Find out more: Kroger [#249 #USA – Shareholding of less than 1%]
– Levi Strauss & Co
American clothing company known worldwide for its Levi’s brand of denim jeans. The company also has the brands Dockers, Signature Denizen, and Beyond Yoga. Find out more: Levi Strauss [#137 #USA – Shareholding of less than 1%]
– Li Auto, Inc.
Chinese new energy vehicles (NEV) company who retail premium smart electric vehicles. Find out more: LiAuto [#85 #China – Shareholding of less than 1%]
– LSL Property Services PLC
British who are the second-largest estate agent chain in the UK and the owner of Your Move, Reeds Rains, Marsh & Parsons, LSLi, Homefast, Templeton LPA and the chartered surveyors e.surv and Walker Fraser Steele. Find out more: LSL [#192 #England – Shareholding of less than 1%]
– LVMH Moët Hennessy Louis Vuitton SE
French holding multinational corporation and conglomerate who specialise in luxury goods. LVMH controls 75 brands including the likes of Louis Vuitton, Christian Dior, Fendi, Givenchy, Marc Jacobs, Stella McCartney, Loewe, Bulgari, Hublot, TAG Heuer, Tiffany & Co, Zenith Moet & Chandon, Hennessy, Glenmorangie, Krug, Dom Pérignon, and others. Find out more: LVMH [#110 #France – Shareholding of less than 1%]
– Manchester United PLC
British professional football club who have an interest in retal. Find out more: Man Utd [#188 #England – Shareholding of less than 1%]
– Marathon Oil Corporation
American oil company – that is a direct descendant of Standard Oil – engaged in hydrocarbon exploration and who also run international gas operations focused on Equatorial Guinea, offshore Central Africa. Find out more: Marathon Oil [#287 #USA – Shareholding of less than 1%]
– Marks and Spencer Group PLC
British multinational retailer that specialises in selling food, clothing, beauty, and home products. Their brands include Per Una, Autograph, Goodmove, Rosie, Blue Harbour, M&S Collection, Boutique, Jaeger as well as M&S Energy and M&S Bank. M&S is in 100 markets through circa 1,500 stores and 100+ websites. Find out more: Marks & Spencer [#50 #England – Shareholding of less than 1%]
– McDonald’s Corporation
American multinational fast food chain who are the world’s largest restaurant chain [by revenue] serving somewher in the region of around 70 million customers a day daily in over 100 countries through more than 40,000 outlets. Find out more: Mc Donald’s [#51 #USA – Shareholding of less than 1%]
– Moonpig Group PLC
British company who are the UK’s largest online greeting card and gifting platform. Theyn sell personalised greeting cards, flowers gifts and experiences through their brands Moonpig (UK), Red Letter Days (UK), Buyagift (UK) and Greetz (Netherlands). Find out more: Moonpig Group [#237 #England – Shareholding of less than 1%]
– Motorpoint Group PLC
British leading independent omnichannel retailer of 0-4 year nearly new vehicles driven under 30,000 miles. Through Motorpoint.co.uk and a UK network of 19 sales and collection branches, the Group provides an unrivalled offering in the nearly new car market. Find out more: Motorpoint [#25 #England – Shareholding of less than 1%]
– Mulberry Group PLC
British fashion company best known for its luxury leather goods and accessories but they do much more too. Find out more: Mulberry [#173 #England – Shareholding of less than 1%]
– musicMagpie PLC
British leading re-commerce consumer technology [smartphones, tablets, consoles, pc’s], disc media [CD’s, DVD’s, games] and books; operating through it’s brands musicMagpie in the UK, and Decluttr in the US. Find out more: musicMagpie [#26 #England – Shareholding of less than 1%]
– Nike, Inc.
American multinational corporation that is engaged in the design, development, manufacturing, and worldwide marketing and sales of footwear, apparel, equipment, accessories, and services. Find out more: Nike [#149 #USA – Shareholding of less than 1%]
– NIU Technologies
Chinese company who design, manufacture and sell high-performance electric motorcycles, scooters, bicycles and kick-scooters. Find out more: NIU [#87 #China – Shareholding of less than 1%]
– Party City Holdco, Inc
American company that specialises in products for party’s, fancy dress, holidays season and special occasions. With over 850 outlets, Party City is the largest party retailer in North America; and their party goods can be found in over 40,000 retail outlets worldwide via their distribution operation. Find out more: Party City [#238 #USA #NYSE – Shareholding of less than 1%]
– Pendragon PLC
British motor retailer who owns Stratstone (Aston Martin, BMW, Ferrari, Harley-Davidson, Jaguar, Land Rover, Mercedes, Morgan, Porsche), Evans Halshaw (Vauxhall, Ford, Citroën, Peugeot, Renault, Nissan, Hyundai, Kia, Honda, Dacia, SEAT), Car Store (used cars), Pendragon Vehicle Management (fleet sales), Quickco (parts), and Pinewood Technologies (software). Find out more: Pendragon [#234 #England – Shareholding of less than 1%]
– Phillips 66 Company
American multinational energy company in natural gas, petrochemicals, aviation fuels, motor fuels, and lubricants. They own 13 refineries, and the company operates filling stations in the US, Austria, Denmark, Germany, Sweden and the United Kingdom. They own the brands Phillips 66, Conoco, and Jet. Find out more: Phillips 66 [#290 #USA – Shareholding of less than 1%]
– Procook Group PLC
British specialist kitchenware retailer who supply direct-to-consumer both online and through over 50 high street stores across the UK. Find out more: ProCook [#235 #England – Shareholding of less than 1%]
– Promenade Music Limited
British independent music business centred around their Promenade Music Shop which is a successful award-winning independent musical instrument and equipment retail business with “one of the largest and best stocked music shops in the North of England. Find out more Promenade Music [#2 #England – Shareholding of 100%]
– PVH Corporation
American clothing company who own Tommy Hilfiger, Calvin Klein, Warner’s, Olga and True & Co. The company also licenses brands such as Kenneth Cole New York and Michael Kors. Find out more: PVH [#140 #USA – Shareholding of less than 1%]
– Ralph Lauren Corporation
American fashion company that was founded in 1967 that produces products ranging from the mid-range to the luxury segments. Find out more: Ralph Lauren [#146 #USA – Shareholding of less than 1%]
– Restaurant Group PLC
British company who are one of the UK’s largest hospitality businesses operating around 400 restaurants and pub restaurants under the brands Wagamama, Frankie & Benny’s, Chiquito, Brunning & Price, Coast to Coast, Fire Jacks, and TRG Concessions which trades principally at airports. Find out more: Restaurant Group [#236 #England – Shareholding of less than 1%]
– J. Sainsbury PLC
who own over 600 supermarkets, over 800 convenience stores and the brands: Habitat, Tu, Nectar, Sainsbury’s Bank, and Argos. Find out more: Sainsburys [#28 #England – Shareholding of less than 1%]
– Shell PLC
British-Dutch multinational oil and gas company whos products include: LNG, Lubricants, Natural gas, Petrochemicals and Petroleum. Find out more: Shell [#302 #England – Shareholding of less than 1%]
– Sonos, Inc.
American developer and manufacturer of audio products best known for its multi-room audio products. Find out more: Sonos [#193 #USA – Shareholding of less than 1%]
– Sony Group Corporation
American multinational conglomerate who are one of the world’s largest manufacturers of consumer and professional electronic products [image sensors, cameras, semiconductors, televisions, etc], the largest video game console company, and the largest video game publisher. They are the largest music publisher, second largest record label, and the third largest film studio, making it one of the most comprehensive media companies in the World. Find out more: Sony [#30 #Japan – Shareholding of less than 1%]
– Starbucks Corporation
American multinational which is the world’s largest coffeehouse chain with over 35,000 outlets in over 80 countries. Their subsidiaries are Starbucks Coffee, Ethos Water, Hear Music, La Boulange Bakery, Seattle’s Best Coffee, Teavana, Torrefazione Italia, Tata Starbucks (India). Find out more: Starbucks [#271 #USA – Shareholding of less than 1%]
– Superdry PLC
British clothing company whos products combine vintage American styling with Japanese-inspired graphics. Find out more: Superdry [#198 #Clothing #Fashion #Retail #Founded2003 #Cheltenham #England #UK #LSE #SDRY #Est21stCentury]
– Target Corporation
American big box department store chain that is the seventh largest retailer in the US, who have circa 1,900 stores and are in all 50 US states. Find out more: Target [#179 #USA – Shareholding of less than 1%]
– Telefonica SA, a Spanish multinational telecommunications company that is one of the largest telephony providers in the world and owner of Movistar, O2, and Vivo. Find out more: Telefonica [#239 #USA – Shareholding of less than 1%]
– TUI Group
German leisure, travel and tourism company that is one of the world’s leading tourism groups. It consists of 1,200 travel agencies, 130 aircraft, over 400 hotels, 16 cruise liners and owns the brands: TUI Blue, Crystal Ski Holidays, Marella Cruises, Airtours, Wolters Reisen, First Choice, Hapag-Lloyd Cruises, Riu, TUI Airways, TUI fly, and Robinson Clubs. Find out more: TUI [#321 #USA – Shareholding of less than 1%]
– Tupperware Brands Corporation
American multinational that makes home kitchen gadgets, preparation, storage containers, and serving products. Find out more: Tupperware [#258 #USA – Shareholding of less than 1%]
– Under Armour, Inc.
American sports equipment company that manufactures footwear, sports and casual apparel.. Find out more: Under Armour [#141 #USA – Shareholding of less than 1%]
– Verizon Communications, Inc.
American multinational telecommunications conglomerate who through their Verizon Consumer and Verizon Business divisions offer Cable television, Landline, Mobile phone, Broadband, Digital television, IPTV, Digital Media, Internet and Telematics services. Find out more: Verizon [#60 #USA – Shareholding of less than 1%]
– VF Corporation
American global apparel and footwear company that owns 13 brands including: The North Face, Vans, Timberland, Dickies, JanSport, Eastpak, etc. Find out more: VF Corp [#185 #USA – Shareholding of less than 1%]
– Vodafone Group PLC
British multinational telecommunications company who own and operates networks in 22 countries and through partner networks in a further 48. Vodafone Global Enterprise’s division provides telecoms and IT services to corporate clients in around 150 countries. Find out more: Vodafone [#61 #London – Shareholding of less than 1%]
– Walgreens Boots Alliance, Inc.
American company who are an integrated healthcare, pharmacy and retail leader with over 170 year heritage. WBA have circa 13,000 locations and portfolio of consumer brands: Walgreens, Boots, Duane Reade, the No7 Beauty Company, Benavides [Mexico] and Ahumada [Chile]. Find out more: Walgreens Boots Alliance [#62 #USA – Shareholding of less than 1%]
– Walt Disney Company
American international family entertainment and media business who own Disney parks, Pixar, Marvel, Star Wars, ESPN, Twentieth Century Studios, National Geographic, a cruise line, Disney+, Hulu, ESPN+, Hotstar, Disney theatrical productions (Broadway shows), ABC Entertainment, Fox 21, etc. Find out more: Walt Disney [#34 #USA – Shareholding of less than 1%]
– Watches of Switzerland
British company who are an international retailer of world leading luxury watch brands with a growing complement of luxury jewellery brands. Find out more: Watches of Switzerland [#347 #UK – Shareholding of less than 1%]
– Wayfair, Inc.
American e-commerce company that sells furniture and home goods online through their retail websites which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Find out more: Wayfair [#218 #USA – Shareholding of less than 1%]
– Wendy’s Company
American holding company for the major US fast food chain Wendy’s and the Japanese fast food ‘First Kitchen’. They have circa 6,000 outlets in the US and circa 1,000 internationally. Find out more: Wendy’s [#288 #USA – Shareholding of less than 1%]
– Yum! Brands, Inc.
American fast food corporation who have over 53,000 restaurants in 155 countries and territories operating the Company’s restaurant brands: KFC, Pizza Hut, Taco Bell and The Habit Burger Grill. Find out more Yum! Brands [#132 #USA – Shareholding of less than 1%]
– Yum China Holdings, Inc.
China’s largest restaurant company with over 12,000 restaurants in over 1,700 cities and towns. They have the exclusive right to operate and sub-license KFC, Pizza Hut, Taco Bell and Lavazza in China, and own outright Little Sheep and Huang Ji Huang. Find out more Yum China [#90 #China – Shareholding of less than 1%]