Retail outperformers have surged ahead by capitalizing on the rapid shifts driven by the COVID-19 pandemic. Companies with strong digital infrastructure, omnichannel capabilities, and flexible business models have gained significant market value, while others fell behind. Key success factors include a focus on online sales, platform economics, and home-related consumer spending. The top 25 outperforming retailers, including Amazon, Home Depot, and Costco, accounted for 90% of the industry's market-cap growth. The ability to adapt quickly and scale efficiently will be critical for future success​.

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