Facebook joins Amazon in disrupting food delivery 

Facebook joins Amazon in disrupting food delivery 

Recently it was announced that Amazon (AMZN) partnered with Olo, a supplier of order and pay technology to thousands of U.S.  restaurants, to expand its burgeoning food order/delivery service. After testing a similar solution over the last year, Facebook (FB) is now taking its own take on this live across the U.S. As we watch […]

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Growing focus on Amazon’s private label potential

Growing focus on Amazon’s private label potential

During the summer, we here at Tematica spoke at length on the growing number of private label products and brands at Amazon (AMZN). Having seen the strategy work at a number of other retailers, like Costco Wholesale (COST), Kohl’s (KSS), Wal-Mart (WMT) and even JC Penny (JCP), we see it as “expected” that Amazon would […]

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Amazon’s stealth play for Alexa – the car

Amazon’s stealth play for Alexa – the car

We at Tematica have shared our view that Amazon (AMZN)is the innovator to watch as it continues to disrupt exisitng business models. Amazon is not always successful as evidenced by its flopping in the smartphone market, but like any true innovator they keep working at it and sometimes that means outflanking a competitor where they […]

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WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

With glass demand set to rise given Apple’s new smartphone models as well as larger format TVs and fiber to the home deployments, we’re adding a new call position to the Select List.

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Samsung focuses innovation efforts on the next industry to be disrupted – autos

Samsung focuses innovation efforts on the next industry to be disrupted – autos

  With innovation stalling, at least for now, in the smartphone market, we see companies shifting their R&D investments in technologies that are poised to disrupt other markets. One of those receiving the most attention these days is the automotive industry. While the guts of cars and trucks have become littered with chips and sensors, […]

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Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

We are seeing another sign of brick & mortar retailers embracing creativity to expand their business beyond the physical store format. While this could lend a helpful boost to the shift to mobile payments from credit and debit cards, we see it more as retailers contending with headwinds associated with our Connected Society investing theme. […]

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