The U.S. is on track to fall to the world’s second-biggest retail market

The U.S. is on track to fall to the world’s second-biggest retail market

While China’s economy may be slowing now, the long-term implications associated with our Living the Life, Rise of the New Middle-class and Digital Lifestyle investing themes in that market will continue to be felt. Even if China’s economy slows to something between 5%-6%, the economic reality is it will continue to grow far faster than […]

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$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

Each month it seems we get more data points that confirm the accelerating shift toward digital shopping. As we noted in a recent post,  non-store sales accounted for 19 percent of holiday shopping in 2016 vs. 17% in 2015, but the shift is moving way past holiday shopping. Amazon is moving into fashion, groceries and […]

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Will Digital Shopping Mean No More Wobble to Gobble This Thanksgiving?

Will Digital Shopping Mean No More Wobble to Gobble This Thanksgiving?

With more retailers from Amazon to Wal-mart focusing on not just groceries, but online ordering of groceries and in some cases delivery as well, why should Christmas be the only year-end holiday consumers shop online for? To us, this begs the question if we will soon no longer need to wobble in order to gobble […]

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Online shopping once again in the tax legislation crosshairs

Online shopping once again in the tax legislation crosshairs

In many ways it was inevitable. With consumers stepping up their shopping through online and mobile means, it was only a matter of time until brick & mortar retailers once again claimed foul on the tax disparity.  While this is new online sales tax legislation draft continues the dialog of the past decade, the larger […]

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New Subscription-free Shopping Targets Children’s Market Sounds Very Affordable Luxury-ish

New Subscription-free Shopping Targets Children’s Market Sounds Very Affordable Luxury-ish

Ask any parent, and they will tell you how frustrating it can be that their children tend to outgrow their clothes. For some parents there is the ongoing quest to make them stylish as well. Lucky for those that can afford to spend $20 plus per item because the growing subscription free box service business […]

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Latest UPS Pulse of the Online Shopper study confirms the accelerated shift that has Gap and other retailers questioning their business models 

Latest UPS Pulse of the Online Shopper study confirms the accelerated shift that has Gap and other retailers questioning their business models 

Given the data junkies that we are, we are always looking for confirming data points and this one while a bit self serving certainly confirms the accelerated shift toward digital commerce. We define digital commerce to include both online and mobile shopping. Given the growing install base of connected devices, collapsing time to customer from Amazon and others, and […]

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Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

As we wade deeper into the Connected Society, the largest US grocer better known as Wal-Mart teams with Asset-Lite companies Uber and Lyft to combat Amazon’s Prime Fresh grocery delivery. How long until Kroger, Whole Foods and the like get into the game? Perhaps its more than the mall that might be dead? Wal-Mart Stores […]

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Mondelez to create more apps, online videos in advertising shift @Redbull @BuzzFeed @MDLZ @PepsiCo $MDLZ $PEP #ConnectedSociety

Mondelez to create more apps, online videos in advertising shift @Redbull @BuzzFeed @MDLZ @PepsiCo $MDLZ $PEP #ConnectedSociety

When a brand as trusted (and as yummy) as Oreo moves shifts gears to online and mobile as well as apps because traditional advertising isn’t getting it done…. kinda tells you something. To us its more Content is King and Connected Society at work.  Massive disruption in the ad industry prompted Mondelez to switch gears […]

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