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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May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

The latest May jobs creation and cuts reports confirms out views on several Tematica Select List positions

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Amazon Alexa’s New Calling and Messaging Skill a Nail in the Landline Coffin

Traditional landline telephone service has been going the way of the Dodo bird as chord cutters look to slash communication costs and rely increasingly on their smartphones. With the latest software update, one can call or message any contact that has Amazon’s free Alexa app on their phone, an Echo or Echo Dot provided they have […]

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Walmart and Amazon Clash on Free Shipping, But Only One Has Multiple Thematic Tailwinds

Walmart and Amazon Clash on Free Shipping, But Only One Has Multiple Thematic Tailwinds

    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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HHGregg’s Connected Society Pivot to Appliances Hasn’t Paid Off, Will Shut 40% of Locations

HHGregg’s Connected Society Pivot to Appliances Hasn’t Paid Off, Will Shut 40% of Locations

Most tend to focus on the Connected Society headwind that is rippling through brick & mortar retail apparel companies like Macy’s and Kohl’s, but there are other retailers that are being hit. Consumer electronics retailers, like Best Buy and HHGregg, have seen their business raked over the Amazon coals and pivoted to appliances, an already […]

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If Social Media Giant Inks a Deal with MLB It Could be More Than a Connected Society Play

If Social Media Giant Inks a Deal with MLB It Could be More Than a Connected Society Play

Reuter’s is reporting social media giant Facebook is in talks to stream Major League Baseball games this season. Should a deal emerge between the two….

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What We’re Watching This Week

What We’re Watching This Week

In a shortened week, here’s what we’re watching on the earnings and economic data front as it relates to the overall economy and the Tematica Select List.

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