Restaurants ring up Big Data to drive sales

Restaurants ring up Big Data to drive sales

We’ve said it before and odds are we will say it again – applications for our Disruptive Innovators can come from a number of areas, including ones that are less than obvious. Big Data and its use in the restaurant industry is such an example as those companies look to overcome flat traffic trends and […]

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SodaStream to help Pepsico ride the Clean Living slipstream

SodaStream to help Pepsico ride the Clean Living slipstream

From reducing salt and fats from its snack business to the introduction of Bulby, its own line of flavored seltzer waters, PepsiCo continues to transform its business in line with shifting consumer preferences that are reflected in our Clean Living investing theme. With the acquisition of SodaStream, Pepsico takes several steps forward as it not only […]

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Plant-based protein coffee debuts at Starbucks

Plant-based protein coffee debuts at Starbucks

According to data published by the NPD Group: Three out of five Americans say they want more protein in their diets; Fourteen percent of U.S. consumers, or more than 43 million people, regularly use plant-based products and 86 percent of them aren’t vegans or vegetarian. These figures are in sync with the growing influence of our Clean Living investing […]

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Starbucks taps kombucha to pivot from sugary drinks and recapture consumers

Starbucks taps kombucha to pivot from sugary drinks and recapture consumers

First Cold Brew and now kombucha is being added to the beverage fold at Starbucks as it, much like Coca-Cola and PepsiCo, are contending with the increasing consumer preference for healthier beverages, snacks, and food. In other words, less sugar as evidenced by the consumer wane for high calorie, high margin Frappucinos, and sugar soda as […]

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Coca-Cola: turning free water machine into a cash stream?

Coca-Cola: turning free water machine into a cash stream?

As part of our Clean Living investment theme, we’ve seen case volumes of not only sugary beverages but also those laced with artificial sweeteners come under pressure as consumers shift to healthier alternatives, including a variety of waters both still and sparkling. Existing soda giants, such as Coca-Cola have been expanding their beverage offering in […]

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 Our Clean Living theme hitting Frappuccino sales at Starbucks

 Our Clean Living theme hitting Frappuccino sales at Starbucks

The war on sugar has hit companies like Hershey Foods (HSY), forcing it to pivot its snacking M&A strategy to better meet shifting consumer preferences for healthy, natural and organic snacks. We’ve seen a prononced shift for waters and seltzers that is driving companies like National Beverage Corp. (FIZZ), home of LaCroix, and Cott Corp. […]

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WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

In this week’s issue of Tematica Investing, we’re making some moves with the Tematica Investing Select List as we exit Starbucks shares and trim back our position in USA Technologies. We preview Costco’s earnings later this week and offer updates on our holdings in Apple, MGM Resorts, Paccar and Rockwell Automation.

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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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WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

Earnings season for 1Q 2018 is underway, and while we’ve gotten off to a promising start, the season is only just getting started. We’ll continue to watch all the data as it comes in for 1Q 2018 to size up what we’re likely to hear in the coming weeks. We’ve got some bullish results from a competitor of Applied Materials, and we’re putting Habit Restaurant shares under the microscope.

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WEEKLY ISSUE: The Impact of Tariffs and Continued Rundown of Select Positions

WEEKLY ISSUE: The Impact of Tariffs and Continued Rundown of Select Positions

As the market vacillates back and forth based on the latest concerning proposed steel and aluminum tariffs, we share our sobering perspective and continue to share updates for positions on the Tematica Investing Select List.

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