Best Buy acquires Great Call for greater Boomer Economy exposure

Best Buy acquires Great Call for greater Boomer Economy exposure

Acquisitions are one way a company can transform its business as it looks to tap into the tailwinds associated with our thematic lens. I’ve talked before about how Best Buy is targeting the Boomer Economy, another way of describing our Aging of the Population investing theme, and earlier this week it took another step in […]

read more »
Black Friday Clicks vs Bricks

Black Friday Clicks vs Bricks

In this week’s episode of the Cocktail Investing Podcast, hosts Lenore Hawkins and Chris Versace digest all of the data coming in from the official start of the 2017 Holiday Shopping Season and the shakeout between the brick and mortar retailers versus the impact of online sales.

read more »
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. […]

read more »
RadioShack Filed For Bankruptcy….Again

RadioShack Filed For Bankruptcy….Again

As we discussed on the latest edition of Cocktail Investing, we’re not really shocked that RadioShack is once again filing for bankruptcy. Between the move to digital commerce that has weighted on foot traffic into RadioShack stores and the near disposable nature of many consume electronics today, it’s not been an easy road for the […]

read more »
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 […]

read more »
Target new ‘Connected Living’ in-store pilot program signals the Connected Home nears the tipping point

Target new ‘Connected Living’ in-store pilot program signals the Connected Home nears the tipping point

While some may chalk it up to trying to lure consumer electronic consumers from Best Buy,  hhgregg and Apple Stores, Target’s Connected Home initiative points to these connected devices nearing the main stream tipping point. We’d still prefer to order these devices from Amazon and skip the Target experience all together, but that’s just us […]

read more »