One thing I have noticed over the past 24 months is how much more goods are delivered directly (amazon prime, abel and cole etc etc). I seem to be recycling a lot more packaging these days than a few years ago.
I appreciate this is a pretty unscientific basis for an investment proposition but I am interested in any thoughts on this shift in consumer behaviour and how to benefit.
Powerflute?
Macfarlane (LON:MACF)
I think is the one for that sort of packaging. I was thinking that more people were doing click and collect rather than waiting for deliveries?