As Amazon-Whole Foods chips continue to fall, Kroger sets eyes on Boxed.com

As Amazon-Whole Foods chips continue to fall, Kroger sets eyes on Boxed.com

There’s no debate — Amazon’s acquisition of Whole Foods in 2017 was THE transaction of the year, and one that is due to reshape the landscape for years to come. Which landscape are we talking about — retail, groceries, online retailing?  The answer would be all of them and more. It’s why we’ve often called Amazon the poster child of thematic investing as it just has so many different thematic tailwinds it is riding these days.

The fallout from that transaction continues, and now we have news that Kroger has it’s eyes on Tematica-favorite Boxed.com:

 

Boxed.com is a company that we are all fans of at Tematica — not only because they have a great service and business model, but also because Boxed CEO Chieh Huang was a guest on one of our favorite episodes of the Cocktail Investing podcast. Have a listen below, and be sure to subscribe on iTunes, Google Play or Spotify to have each episode of  the podcast delivered right to your smartphone or desktop — just think how smart and insightful you’ll be at your next cocktail party!

 

 

 

About the Author

Chris Broussard
I'm the Co-Founder and President of Tematica Research and editor of Thematic Signals, which aims to uncover confirming data points and items to watch for our list of investing themes. Whether its a news item, video clip, or company commentary, we've included this full list of items literally "ripped from the headlines." I have been involved in financial services marketing and publishing for over 20 years – having held senior level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. My background in digital marketing, financial services and consumer research provides me with a unique perspective on how to uncover the underlying proof points that are driving the themes our Chief Investment Officer Chris Versace utilizes in our various Tematica publications.

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