Emirates thinks robots, AI and big data can improve the airport experience

Emirates thinks robots, AI and big data can improve the airport experience

Team Tematica logs plenty of air miles each year, and we would love to see a more stream lined way to getting not only in and out of the airport, but on and off the airplane as well. It seems, we’re not alone in that thinking and now Emirates, the world’s biggest long-haul carrier, is […]

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Pilot study shows how Amazon’s Alexa helps older adults feel independent and safe

Pilot study shows how Amazon’s Alexa helps older adults feel independent and safe

In February 2017, the Front Porch Center for Innovation and Wellbeing (FPCIW) launched its Amazon Alexa Pilot at Carlsbad By The Sea (CBTS). The positive results from the pilot showed the positive impact Alexa and smart home technologies can have in the lives of older adults: 75% used their smart devices at least once a day. 100% […]

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Target adds AR, but still focused on stores

Target adds AR, but still focused on stores

Target has been one of those retailers that in our view has been lost between the shift to digital commerce offerings from Amazon (AMZN) and club/warehouse ones from Costco Wholesale (COST) and others. What we find interesting is how Target continues to baby step its way into the Connected Society with GPS maps being deployed […]

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Weekly Issue: Many Confirming Data Points from Retail Sales Report

Weekly Issue: Many Confirming Data Points from Retail Sales Report

The April Retail Sales report offered a number of confirming data points for several of our investment themes and a number of positions on the Tematica Investing Select List. We also preview what we’ll be listening for in upcoming earnings from Applied Materials (AMAT), and share what Apple (AAPL) CEO Tim Cook had to say about original content and Apple.

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Chico’s – if you can’t beat Amazon, join ’em

Chico’s – if you can’t beat Amazon, join ’em

We continue to hear about the retail apocolypse that is destroying brick & mortar retail. Each monthly Retail Sales report shows continued share gains by non-store retail sales, government speak for digital commerce, one of the core drivers of our Digital Lifestyle investing theme. Following the path blazed by Nike (NKE), Carter’s (CRI), Calvin Klein […]

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Amazon’s next target market – the  aging American population

Amazon’s next target market – the  aging American population

In his 2018 shareholder letter, Amazon’s Chairman and CEO Jeff Bezos cited the company’s “unrelenting customer obsession” and its aspiration to be “to be Earth’s most customer-centric company”  but also thanked the “hundreds of millions of divinely discontent customers around the world who push to make us better each and every day.”  With Baby Boomers […]

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Weekly Issue: Shift in Consumer Spending Continues

Weekly Issue: Shift in Consumer Spending Continues

In this week’s issue of Tematica Options+, we share why the March Retail Sales and some other new revelations are leading us to keep our short positions in FNKO and TGT intact. New Buy ratings and favorable price targets on DBX and SPOT shares, help soften the frustration with our GSVC calls. And we’re boosting our stop loss associated with our PCAR calls.

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WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

Earnings season for 1Q 2018 is underway, and while we’ve gotten off to a promising start, the season is only just getting started. We’ll continue to watch all the data as it comes in for 1Q 2018 to size up what we’re likely to hear in the coming weeks. We’ve got some bullish results from a competitor of Applied Materials, and we’re putting Habit Restaurant shares under the microscope.

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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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WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

WEEKLY ISSUE: Examining an Aging of the Population Contender as we wait for the Fed

As we wait for the results of the Fed’s latest monetary policy meeting later today, we’ll put an Aging of the Population company under the microscope and share some thought on what renewed privacy concerns are likely to bring about.

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