Thematic Reading #36 Vol 6

While we wait and hope for a break from the August heat, confirming signals for our thematic strategies continue to roll on.

While shoppers were out in droves taking advantage of the weekend’s three-day sales tax holiday, we continued to collect confirming data points for our thematic strategies, models, and indices. Hopefully, you’re sitting back in an air-conditioned splendor or sipping on a cool beverage as you take in the latest batch of thematic signals.

Photo by Maayan Nemanov on Unsplash

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

• Understanding the Needs and Consequences of the Aging Consumer

• Hiring crisis in aging services deserves attention

Cleaner Living
Growing demand for items that claim to be better for you and the planet:

• US sustainability shoppers prioritize product selection

• Into the mainstream: What’s next for organic foods and beverages?

• Plant-Based Condiments Draw on Health Trends, Superfood Appeal

Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:

• 6 Ways Inflation-Wary Consumers are Changing Their Grocery Habits

• Inflation Causes Widespread Digital Pullback by Financially Strapped Consumers

• Cash-strapped consumers to face tougher times in H2 2022

• Colgate, P&G rejig price tactics to keep cash-strapped shoppers

Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:

• House approves key cybersecurity bill as U.S. government's quantum activity ramps up

• Hackers deploy new ransomware tool in attacks on Albanian government websites

• Twitter confirms zero-day was used to expose data of 5.4 million accounts

• Cloud MSP Suffers Cyberattack; Outage Impact UK’s NHS 111 Emergency Healthcare System

• German Chambers of Industry and Commerce hit by 'massive' cyberattack

Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:

• Verizon works with Juniper to quadruple fiber network capacity

• Dell’Oro raises its predictions for broadband spending

• Indian telcos splurge in mega 5G spectrum auction

• If you ever wondered how to explain cellular speeds through dance.

Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:

• All the Data Amazon’s Ring Cameras Collect About You

• A Digital Home Has Many Open Doors

• Life Is Great in the Age of No Secrets

• How Digital Identity Can ‘Amazonify’ The Financial Services Industry

• Web3 digital identity startup Unstoppable Domains raises funds at a $1B valuation

Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:

• Fancy food brands find growth potential in the pandemic

• Report: Lux Retail Sales to Continue Healthy Growth

Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits:

• White House details infrastructure act progress

• Senate Approves Rollback of Biden’s Infrastructure Permitting Rules

• Dominion Energy Receives Approval from Virginia State Corporation Commission for Coastal Virginia Offshore Wind Project

Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:

• Closing the gap in sustainability: Opportunities to connect with consumers

• Cultured meat could come further out of the lab in 2022

• AI-Powered Food-Waste Fighter Afresh Nabs a $115M Investment

• Southeastern Grocers to Overhaul Its Own Brand Products With Sustainable Packaging

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Recent Thematic Signals

• Thematic Reading #35 Vol. 6

• Thematic Reading #34 Vol. 6

• Thematic Reading #33 Vol. 6

• Thematic Reading #32 Vol. 6

• Getting ready for our Cybersecurity & Data Privacy webinar

• The Aging of the Population Model

• Enter Rebuilding America

• Catching up on thematic signals for Cybersecurity & Data Privacy

• 5G and eventually 6G will continue to drive digital infrastructure