Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Aging of the Population
The global demographic shift towards a more senior population
Aging in good health: The inequalities are widening (Science Daily)
Millennials, Gen Xers to baby boomers: Can you retire so I can get a job promotion? (USA Today)
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
Successful store brands offer premium quality, cleaner ingredients and the innovation consumers crave (Winsight Grocery Business)
Burger King to launch meatless burgers across Europe and test more Impossible burgers in the US (CNBC)
Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
Wi-Fi 6 to share the spotlight with 5G (Digitimes)
U.S. Government Is Tripping Over Itself in Race to Dominate 5G Technology (The Wall Street Journal)
Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.
HSBC digital chief: ‘Unbelievable opportunities’ for AI in banking (Yahoo! Finance)
The role of artificial intelligence in the customer experience (Analytics Insight)
Walmart doubles down on voice-activated grocery shopping (Chain Store Age)
Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.
Disney+ Announces New Details About Its $12.99 Bundle with Hulu & ESPN+ (Cord Cutter News)
Google plans to offer checking accounts next year (The Verge)
Guilty Pleasures
The products and services people will consume no matter the economic environment.
Mondelēz roots out consumer devotion to snacks in the first-ever global report (Bakery and Snacks)
Ranch Rider Spirits Co. canned cocktails (Beverage Industry)
Living the Life
Those things that bridge the gap between want and ability at every socioeconomic level.
Asia Millennials Regional Luxury Brands Report 2019: Focus on China, India, South Korea, Singapore, & Hong Kong (ResarchAndMarkets)
Luxury retailers Hermes, Kering and Moncler report resilient revenues despite Hong Kong protests, as Chinese consumers increase spending at home (South China Morning Post)
Middle-Class Squeeze
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
JetBlue rolls out ‘Blue Basic’ fares as it battles budget rivals (The Points Guy)
A $45,000 Loan for a $27,000 Ride: More Borrowers Are Going Underwater on Car Loans (The Wall Street Journal)
New Global Middle Class
Areas around the world where rising disposable incomes are driving demand for a host of products and services.
All those Singles Day packages show the real battleground for China’s online shopping giants (CNBC)
Singles Day Shows Chinese Consumers Alive & Kicking (Forbes)
Safety & Security
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
One-third of hospital executives purchase cybersecurity solutions blindly (Becker’s Hospital Review)
Facebook iOS app silently turns on your phone camera. Ah, relax – it’s just a bug, lol!? (The Register)
Mexico Ransomware Attack Freezes Pemex Payment Systems (PYMNTS)
What Else We Are Loving
Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share
This week we here at team Tematica have enjoyed the one-two punch of floating (and yes, you should give it a whirl) along with post-float showering products from Raw Goods.
The post Thematic Reads: Week of November 11, 2019 appeared first on Tematica Research.