Kroger teams with autonomous vehicle company Nuro for delivery

Kroger teams with autonomous vehicle company Nuro for delivery

We continue to see signals for the adoption of autonomous vehicles that will disrupt existing business models, which in our view raises more questions about not only retail store fronts, but those companies that invest in commercial real estate. We’ve long thought the brick & mortar pain would expand to include grocery and banks, and […]

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Amazon moves one step closer to disrupting the grocery industry

Amazon moves one step closer to disrupting the grocery industry

After Amazon acquired Whole Foods, it seems that many forgot about its prior effort to disrupt the grocery industry with Amazon Go. Now the company has shared that it is close to bringing this worker-less concept that relies on its mobile app and a litany of sensors to allow shoppers to do their thing all […]

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Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

We have seen the creative destruction that Amazon has unleashed on the world of retail and now we are seeing it occur in food & grocery, and soon apparel. Even as Amazon expands its footprint in these markets, it is laying the groundwork for another move into pharmaceuticals. We see Amazon’s underlying logistics business that […]

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No need to catch the falling knife that is Blue Apron, we have Amazon

No need to catch the falling knife that is Blue Apron, we have Amazon

Is now the time to pick off Blue Apron, one of the more widely publicized IPO’s of 2017? In this post we dig into why this busted IPO isn’t cheap even at current levels, and it has a lot to do with the 800-pound gorilla that has entered the space, Amazon.

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WEEKLY ISSUE: Doubling down on COST as yet another cyber attack provides support for our HACK position

WEEKLY ISSUE: Doubling down on COST as yet another cyber attack provides support for our HACK position

The cyber threats keep coming, which is good news for HACK, and the market seems to be putting an unfair beating on COST, which we’ll use to our advantage this morning by adding to our position.

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Costco vs Amazon? We see opportunity for both

Costco vs Amazon? We see opportunity for both

While we see many favorable aspects to Amazon’s acquisition of Whole Foods Market, we also see the pullback in Costco shares as an opportunity to take another run at the shares of the warehouse retailer.

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