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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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 […]

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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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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 […]

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