Restaurant traffic continued to fall in October

Restaurant traffic continued to fall in October

Recent earnings reports from Red Robin Gourmet Burgers (RRGB) and DineEquity (DIN), parent of IHOP and Applebee’s, showed continued same-store sales declines, which in our view reflects our Cash-Strapped Consumer investing theme. As these rear-view mirror results continue to come in, we’re focusing on more recent data that point to some improvement, but while some may […]

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Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.

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Is a Safer, More Entertaining and Eventually Autonomous Car Near?

Is a Safer, More Entertaining and Eventually Autonomous Car Near?

It seems every day we hear about the inevitability of the autonomous car with many hoping that it will usher in a new area of safety. Globally, road crashes are the 9th leading cause of death. Clearly, there is room for improvement and Apple’s (AAPL) CEO Tim Cook agrees, citing the auto industry as ripe for a major disruption in a recent interview.

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Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).

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Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

While May Retail Sale disappointed, it confirmed several of our investing themes as well as positions on the Tematica Select List

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Don’t underestimate Amazon move into apparel and what it means for brick & mortar retail business

Don’t underestimate Amazon move into apparel and what it means for brick & mortar retail business

The brick & mortar business of retailers is already feeling the pain of consumers shifting the how and where they shop to digital (Internet and mobile) commerce. We’ve already seen the share shifts in monthly same-store-sales metrics reported by ChannelAdvisor.  Amazon’s pending move into apparel as either a distribution partner, with its own branded apparel […]

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