Category Archives: Connected Society

Sorry Westfield but technology is not a cure-all for problems at the mall

“The talk of the death of the mall, and many bankruptcies of retailers … it’s basically because [mall owners] are not servicing their customers properly in a way that they like,” Lowy said. That’s mall operator Westfield co-CEO Steven Lowy sharing his view at the recent ShopTalk conference and while it is possible a factor that is […]

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BlackBerry rising from obscurity as it embraces our Safety & Security theme

Unlike companies like GoPro and SNAP, which have failed to realize their entire business is a feature, not a product, Blackberry has embraced the fact that at its core feature is security, not connectivity in the form of a phone or smartphone.  This is perspective is reinforced with it’s recently announced deal with former rival […]

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Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Inflation Rising While Wages Are Falling

Inflation Rising While Wages Are Falling

Inflation rising while hourly earnings have fallen in 5 of the past 6 months. The Fed will find it is under further pressure to hike and/or taper, which applies the brakes to any economic acceleration from tax cuts and more government spending.

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Cash-strapped consumer want more digital coupons

In a recent Thematic Signal post, we shared that Apple (AAPL) is making in roads with Apple Pay as smartphones account for a growing percentage of digital commerce. We lamented on the lack of loyalty program support in Apple Pay, but it is becoming increasingly clear that shoppers want digital couponing. Currently there are third […]

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Once again Amazon expands its Dash program, removing shopping friction along the way

It used to be that if you ran out of laundry detergent, the dirty clothes would pile up. Those days may soon be over as Amazon (AMZN) is rolling out virtual  Dash buttons to third-party screens, like those now found on washing machines, dryers, dishwashers and other appliances. This further extends Amazon’s reach into the […]

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Having Siri and Alexa join you in the shower

It used to be there were a handful of places on could retreat to find some downtime, but it looks like we are on the verge of losing one as Moen is bringing the connected home and virtual assistant connectivity into the shower. Based on the price points, this functionality will mesh with our Affordable […]

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Disney’s buying Fox has a Connected Society appeal

With consumers increasing shifting their content consumption to streaming services, be it online or via mobile, we are seeing a number of moves by companies to position themselves accordingly. AT&T (T) is looking to buy Time Warner (TWX), Alphabet (GOOGL) is expanding the reach of YouTubeTV and Apple (AAPL) is hiring programming talent. Amid all […]

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