Thematic Signals

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Thematic Signals highlights confirming data points and items to watch for our list of investing themes. Whether it’s a news item, video clip, or company commentary, we’ve included this full list of items literally “ripped from the headlines.”

NIKE sidesteps retailers, taking its shoes directly to the consumer
15 Jun

NIKE sidesteps retailers, taking its shoes directly to the consumer

NIKE, Inc. (NYSE: NKE) today introduced the Consumer Direct Offense, a new company alignment that allows Nike to better serve the consumer personally, at scale. Leveraging the power of digital, Nike will drive growth—by accelerating innovation and product creation, moving even closer to the consumer through Key Cities, and deepening one-to-one connections.“Through the Consumer Direct […]

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

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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Our Foods with Integrity Theme Appearing in the Baby Food Market
13 Jun

Our Foods with Integrity Theme Appearing in the Baby Food Market

At an upscale café in Manhattan, bouquets decorate a candlelit wooden table. Glass jars of rosewater overnight oats and blueberry chia seed pudding, served family-style, sit in the center.This isn’t a normal brunch — it’s a launch party for Yumi, a startup that delivers organic baby food. And everything on the table is technically food for […]

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Facebook finally looking to paid content as advertising comes under scrutiny
13 Jun

Facebook finally looking to paid content as advertising comes under scrutiny

  Facebook Inc.FB may soon help its users do something unfamiliar on the platform: pay for news. The social-media giant is building a feature that would allow users to subscribe to publishers directly from the mobile app, according to people familiar with the matter. The feature, long-requested by publishers, is expected to roll out by the […]

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Riding Thematic Tailwinds with Peloton’s Streaming Workouts 
01 Jun

Riding Thematic Tailwinds with Peloton’s Streaming Workouts 

We see this next iteration of exercise sitting at the intersection of our Connected Society and Fountain of Youth investing themes, and it sure doesn’t hurt to get a positive endorsement from Mary Meeker! Peloton, a four-year-old startup that sells exercise bikes tied to a live-streamed workout experience, is revving up for expansion armed with […]

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Restaurants can do everything right and still lose to thematic headwinds
30 May

Restaurants can do everything right and still lose to thematic headwinds

    Consumers say they’re happy with service at restaurant chains, but that doesn’t mean they’ll come back.Restaurant service scores rose 10.2 percent in April, according to a new Restaurant Guest Satisfaction Snapshot by White Box Social Intelligence, from the Dallas-based data company TDn2K.But when asked whether they intended to return, consumers were far less […]

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