Over the last few days, we’ve had quarterly results from two companies that are riding tailwinds associated with our Digital Lifestyle investment theme – Facebook (FB) and Amazon (AMZN). The report from each company, however, and their reception from investors couldn’t have been more different.
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As we get ready to drink from the earnings fire hose later this week, we share our thoughts not only the overall market but also on Amazon’s 2018 Prime Day, Netflix 2Q 2018 earnings report, what happened with Farmland Partners last week and how the June Retail Sales Report was a positive for our Habit Restaurant and Costco Wholesale shares.
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Is now the time to pick off Blue Apron, one of the more widely publicized IPO’s of 2017? In this post we dig into why this busted IPO isn’t cheap even at current levels, and it has a lot to do with the 800-pound gorilla that has entered the space, Amazon.
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Source: Rent the Runway seeks to broaden appeal with new monthly service |Chain Store Age Yesterday, apparel Rent the Runway company announced a new, lower-priced service to broaden its target audience: The New York-based company on Monday announced a less costly membership option that allows women to rent four items from its website, choosing […]
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After visiting several Whole Foods locations, here is our initial view on the Whole Foods-Amazon marriage.
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Amazon.com Inc plans to meet on Wednesday with a dozen U.S. ranchers, seeking to expand distribution of organic and grass-fed meats as it takes over Whole Foods Market Inc, according to the meeting’s organizer.Analysts and investors have speculated that Amazon is aiming to combine its expertise in order fulfillment with the grocer’s facilities to […]
read more »This week, Amazon sent more than a flare across the bow of newly public meal kit company Blue Apron (APRN) and took one step deeper into expanding its food focused efforts
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While we see many favorable aspects to Amazon’s acquisition of Whole Foods Market, we also see the pullback in Costco shares as an opportunity to take another run at the shares of the warehouse retailer.
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Macy’s (M) gross margin warnings serve as a reminder of the more than challenging retail environment that is a direct fallout of our Connected Society and Cash-Strapped Consumer investing themes.
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The battle for the digital consumer is on with Amazon responding to Walmart’s attempts to grow its online and mobile business. Back in February, Amazon cut its free shipping price from $49 to $35 and this week is slashed that down to $25, which compares to Walmart’s current $35 minimum for free shippping. […]
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