Thematic Reads: May 4, 2020
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
A New Era for Alzheimer's (Scientific American)
Disabled, elderly going without home care amid shortage of protective gear and tests (Politico)
The Fragility of the Global Nurse Supply Chain (The Atlantic)
Cleaner Living Growing demand for items that claim to be better for you and the planet:
Beyond Meat’s $4 Billion Rival Is in Fresh Funding Talks (Bloomberg)
European Nutri-Score should improve consumer health (Retail Detail)
'Microplastic Hot Spots' Are Tainting Deep-Sea Ecosystems (Wired)
Securing individuals and organizations against cyber threats and privacy violations:
Senators to introduce COVID-19 contact tracing privacy legislation (AppleInsider)
Americans Split on Contact Tracing App (Statista)
What to Expect From Brazil’s General Data Protection Law? (CPO Magazine)
Facial-Recognition Technology Needs More Regulation (Scientific American)
Hacker Lexicon: What Is Fleeceware, and How Can You Protect Yourself? (Wired)
Online criminals thrive on pandemic and weak policing, EU commissioner warns (Financial Times)
Digital Infrastructure The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
Wi-Fi is getting its biggest upgrade in 20 years (The Verge)
T-Mobile touts standalone 5G firsts with top modem and network vendors (Venture Beat)
With 6GHz boost, expect Wi-Fi 6 to encroach on 5G's aspirations (Light Reading)
Disruptive Innovators Business models designed to transform an entire industry and leap-frog over incumbents.
Adidas is using AI and 3D printing to cope with a plunge in sales during the coronavirus pandemic (Business Insider)
Ocado launches its first robotic automated warehouse in North America (Essential Retail)
Using Augmented Reality To Help Merchants Reduce Returns (PYMNTS)
Digital Lifestyle The increasingly digital landscape that now underpins the entire consumer experience.
64 Percent of U.S. Households Either Have Cut or Will Cut Cable TV Subscriptions (Cord Cutters News)
Sotheby’s sets record in online wine, spirits and jewelry sales (Luxury Daily)
Tesco fulfils over 1 million online grocery orders in a week (Essential Retail)
Consumers quick to make use of new contactless payment limit (Essential Retail)
The products and services people will consume no matter the economic environment.
Amazon’s Work From Home Policy Extended to October Could Spell Disaster for Nearby Restaurants (Eater)
Starbucks reveals their plans for reopening and when they expect stores to open (Guilty Eats)
Sales up for cheap beer during quarantine, data shows (Fox News)
Those things that bridge the gap between want and ability at every socioeconomic level.
Sotheby’s sets record in online wine, spirits and jewelry sales (Luxury Daily)
Luxury draws more first-time buyers online than other retail verticals during lockdown (Luxury Daily)
Hard Luxury Gets the Livestreaming Treatment (Jing Daily)
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
Proximity stores and private labels gain most from corona (Retail Detail)
FCC eases Lifeline rules during COVID-19 (Light Reading)
Areas around the world where rising disposable incomes are driving demand for a host of products and services.
Global Brands Need China’s Consumers to Spend. They Might Have to Wait. (The Wall Street Journal)
Coronavirus: as fear factor continues, Chinese consumers seek spending on family, emotional connections (South China Morning Post)
China to host online shopping festival to boost economy impacted by coronavirus (Fox Business)
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
Alarm.com Subsidiary PointCentral Acquires Smart Intercom Provider Doorport (Security Sales & Integration)
Motorola Rolls Out New Avigilon Explosion-Protected Camera Line (Security Sales & Integration)