Thematic Signals

herd-banner---Twitter

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.”

Amazon Prime subs closing in on Costco membership numbers
28 Apr

Amazon Prime subs closing in on Costco membership numbers

Amazon’s Prime membership program now counts 80 million members worldwide, up from 63 million last June, according to new estimates from Consumer Intelligence Research Partners (CIRP).Prime’s growth has helped fuel the company’s rapid success in recent years, turning it into a dominant force in the US e-commerce sector with a 43% market share.Unsurprisingly, the study found, Prime […]

read more »
Why LeBron James turned down $15 Million from McDonald’s
26 Apr

Why LeBron James turned down $15 Million from McDonald’s

James delves into the business of being LeBron in the latest episode of “Kneading Dough,” a series on Uninterrupted, the digital media company founded by James and his business partner Maverick Carter. The series explores the financial issues pro athletes face as told by the athletes themselves. One of the most revealing findings from James’ sitdown […]

read more »
Foods with Integrity providing thematic tailwind for PepsiCo (PEP)
26 Apr

Foods with Integrity providing thematic tailwind for PepsiCo (PEP)

Under Chief Executive Officer Indra Nooyi, PepsiCo has been investing heavily to cater to consumers’ increasing preference for healthier snacks such as unsweetened tea and baked chips.PepsiCo said it now gets more than 45 percent of its net revenue from what it calls “guilt-free” products – beverages that have fewer than 70 calories per 12 […]

read more »
Fitness Gyms: the next target of the Connected Society Investment Theme
19 Apr

Fitness Gyms: the next target of the Connected Society Investment Theme

One of the nation’s hottest gyms isn’t a gym. And it’s free.Fitness Blender, an online-workout company run by personal trainers Kelli and Daniel Segars, is the most-watched fitness channel on YouTube and just passed 4 million subscribers. That’s more than the number of members at 24 Hour Fitness, one of the nation’s biggest health-club chains.Fitness […]

read more »
Netflix: case study for combo of Connected Society and Content is King
17 Apr

Netflix: case study for combo of Connected Society and Content is King

For now, Netflix Inc. investors can have rapid subscriber growth or a big jump in profit — not both.The streaming-video giant reported first-quarter user gains that fell short of estimates because there wasn’t a “House of Cards”-style hit to draw new viewers and retain others. On the other hand, the lack of big-budget productions boosted net […]

read more »
Gymboree — another mall-based retailer looking like it will bite the dust
11 Apr

Gymboree — another mall-based retailer looking like it will bite the dust

Gymboree Corp., the struggling children’s clothing retailer, is preparing to file for bankruptcy as it faces a June 1 interest payment on its debt, according to people with knowledge of the matter.The Bain Capital-controlled company is seeking to reorganize its debt load and may transfer control to its lenders, including Searchlight Capital and Brigade Capital […]

read more »
Brexit has led to smaller candy and chip package sizes? What?
06 Apr

Brexit has led to smaller candy and chip package sizes? What?

We’ve seen this trick more than a few times by food and other consumer product companies – shrink the package size and keep prices unchanged. A shifty version of a price increase if you ask us. Why do these companies embark on such a move? Largely because costs are rising, perhaps to the Scare Resource […]

read more »
Amazon Scores Touchdown, Wins NFL Streaming Rights | Stock News & Stock Market Analysis – IBD
06 Apr

Amazon Scores Touchdown, Wins NFL Streaming Rights | Stock News & Stock Market Analysis – IBD

Amazon has won rights to stream 10 National Football League games next fall, taking the ball from Twitter but also paying a big price. Link to Story: Amazon Scores Touchdown, Wins NFL Streaming Rights | Stock News & Stock Market Analysis - IBD   Details on this Thematic Signal are featured in this week’s Cocktail [...]read more »
Comcast rides on Verizon’s back to enter the wireless market
06 Apr

Comcast rides on Verizon’s back to enter the wireless market

Comcast Corp (CMCSA.O) on Thursday unveiled a wireless service with an unlimited data plan, making it the first major U.S. cable provider to enter the highly competitive wireless market.Unlimited data, talk and text will be available by mid-year for $65 per line for up to five lines, or $45 per line for customers with Comcast’s […]

read more »