2021 Retail Capex

Dick’s Sporting Goods, Restoration Hardware, Tractor Supply, and 20 additional retailers are leaning into their digital transformation with 46% YOY increases in capex and 40% of capex estimated to be tied to digital infrastructure.

To put the investment in perspective, DKS and RH digital sales are estimated at 30% and 48% percent of total 2020 sales, respectively, while TSCO digital sales only represented 3% of 2020 sales.

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