Amazon eyes up to 3,000 cashierless stores by 2021

Amazon eyes up to 3,000 cashierless stores by 2021

If you’ve been in a checkout line – either one with a cashier or a self-checkout one – you’ve probably experienced the hassle of waiting in line, sometimes for what may seem like forever if coupons, checkbooks and the like are being fished for. One of the successful strategies employed by Amazon is its ability […]

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American brands are heading where the middle class is growing

American brands are heading where the middle class is growing

Plain and simple, we are seeing more American retail and brand companies from Starbucks to Walmart tie their growth prospects to the rising middle class in Asia, and China in particular. We here at Tematica are not surprised given prospects for discretionary spending to be had compared to here in the US where debt service […]

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Calvin Klein partners with Amazon for  tech-savvy pop-ups and Amazon Fashion

Calvin Klein partners with Amazon for  tech-savvy pop-ups and Amazon Fashion

  Earlier this week we shared that Lord & Taylor partnered with Walmart, and just a few days later Calvin Klein shared a new relationship with Amazon as part of its Amazon Fashion efforts. We expect to see the lines become increasingly drawn over the coming weeks as months as retailers and branded apparel companies […]

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Lord & Taylor teams with Walmart to drive digital commerce sales

Lord & Taylor teams with Walmart to drive digital commerce sales

It’s starting to accelerate, the shift to digital commerce from brick & mortar that is part of our Connected Society investing theme, and it’s giving way to some interesting partnerships and business models. In this case, it’s Walmart, traditionally a retailer that meshes with our Cash-Strapped Consumer investing theme, partnering with Lord & Taylor, a retailer […]

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Off-price retailers – another thorn in the side of department stores

Off-price retailers – another thorn in the side of department stores

A new report from Moody’s reinforces the negativity surrounding department stores like Macy’s (M), JC Penny (JCP) and Nordstrom (JWN). Unlike most that focus on the shift to digital commerce that is part of our Connected Society theme, Moody’s adds a perspective that meshes extremely well with our Cash-Strapped Consumer and Rise & Fall of the […]

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Another headache for retailers, US credit card delinquencies on the rise 

Another headache for retailers, US credit card delinquencies on the rise 

We’ve talked a quite a bit about rising consumer debt levels despite stagnant wage growth over the last several months. Now we’re starting to see the fallout when consumers rack up too much debt and they can’t make their monthly payments – rising delinquency rates. In our view, this makes an already challenging situation for […]

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How much time will Wegmans new store buy mall operators?

How much time will Wegmans new store buy mall operators?

Over the last few quarters, we’ve been rather vocal here at Tematica about the “transformation” at malls across the U.S. as part of the headwind that many brick & mortar retailers are facing “thanks” to our Connected Society theme. The move by Wegmans is a new one, but it also underscores the types of changes […]

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