Category Archives: 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.”

What’s the Priciest Item You’d Buy Online?

What’s the Priciest Item You’d Buy Online?

When it comes to shopping, the internet revolution has staked its claim on the everyday items we buy. We’re talking about things such non-perishable foods, books, school supplies, cleaning items, gifts, moderately priced clothing, etc. To over-simplify it, it’s the things you might stop into the local convenience store to purchase. Even clothing took a […]

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With soda getting left in the cold, PepsiCo trots out Bubly sparkling water

With soda getting left in the cold, PepsiCo trots out Bubly sparkling water

  Over the last decade, sugary soft drink volumes have been under pressure, but until recently soda companies have seen their case volumes bolstered by diet beverage that incorporate alternative sweeteners to deliver zero calories. With consumers becoming more health conscious as well as preferring healthier and good for you ingredients as part of our […]

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Our Scarce Resource theme once again drives food inflation 

Aside from uncovering data points that support our thematic perspective, we also like to connect the dots between our themes as well, given the potential for one theme to be a catalyst for the other. We’ve seen that in the past with droughts — a recurring aspect of our Scarce Resource theme  — and we […]

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Politics and Technology Impact Gun Sales

Politics and Technology Impact Gun Sales

The thematic investing approach we utilize at Tematica Research focuses on identifying sustainable market shifts that come about due to shifting economics, demographics, psychographics, technologies, mixed with regulatory mandates and other forces. This week, we see all of these factors wrapped up in our Safety & Security investment theme in a decline in gun sales, […]

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Energy Battle Shifts from Burning Oil Fields to Chile Salt Flats

Energy Battle Shifts from Burning Oil Fields to Chile Salt Flats

The impact of electric vehicles, part of our Disruptive Technologies investment theme, is starting to shine light on a secondary investment theme — Scarce Resources — as manufacturers scramble to sure up enough Lithium to support growing demand for larger and larger batteries: Tesla is looking to secure additional supplies of lithium from a key […]

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Alibaba hopes to find a silver bullet when it comes to the aging population

Over the next 12 years, all of the baby boomers will have moved into the senior generation, resulting in a major structural shift in demographics. From 2010 to 2030, the percent of the population over 65 will increase from 13 percent to 19 percent while the percent of the U.S. population aged 20-64, the primary […]

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Cash-strapped consumer want more digital coupons

In a recent Thematic Signal post, we shared that Apple (AAPL) is making in roads with Apple Pay as smartphones account for a growing percentage of digital commerce. We lamented on the lack of loyalty program support in Apple Pay, but it is becoming increasingly clear that shoppers want digital couponing. Currently there are third […]

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Apple playing the long-game with Apple Pay

The current headlines are rumor mongering over iPhone X production cuts for the first half of 2018, but Apple continues to improve the stickiness of iPhone by tapping into the exploding world of mobile payments with Apple Pay. Initially off to a slow start, Apple Pay is now reportedly accepted in 50% of US retail […]

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