Thematic Reads: May 18, 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
Cleaner Living Growing demand for items that claim to be better for you and the planet:
Plant-based meat sales in the US are up 264 percent since March (The Verge)
Reusable packaging in the time of COVID-19 (GreenBiz)
GM Says It Electric Vehicle Programs Remain On Track (Forbes)
Securing individuals and organizations against cyber threats and privacy violations:
Yoti Provides Digital Identity Services for Co-op (MobileIDWorld)
Mobile Digital Identity to be a $7 billion opportunity by 2024 as operators become ID brokers (Juniper Research)
'Smart' Factories Could Face Unique Attacks: Report (Bank Info Security)
For Scammers, a Pandemic is Just Another Opportunity (Security Magazine)
Secret Service investigating a crime ring inundating unemployment offices with fake claims (The Verge)
Digital Infrastructure The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
Not All 5G Is Created Equal. Here’s How Verizon, AT&T, and T-Mobile Will Stack Up. (Barron's)
Cradlepoint’s 5G-ready edge router lets branch offices ditch wired broadband (VentureBeat)
TSMC US fab project could reshape supply chain (DigiTimes)
Disruptive Innovators Business models designed to transform an entire industry and leap-frog over incumbents.
Stores may use voice assistants to transform shopping (CNBC)
Gatik responds to online grocery demand, adding autonomous reefers for Walmart, retailers (SupplyChainDrive)
Mojo Vision’s working prototypes prove AR contact lenses could be more than science fiction. (Fast Company)
Talkspace Wants to Build a Better Therapist With AI Listening In (Bloomberg)
Digital Lifestyle The increasingly digital landscape that now underpins the entire consumer experience.
Live Video Is Replacing In-Person Interactions (eMarketer)
The Rise Of eCommerce Wine Sales And Shipments Amid The Pandemic (PYMNTS)
The products and services people will consume no matter the economic environment.
All the ice cream we're eating in quarantine — and where to buy pints online (Business Insider)
The Rise Of eCommerce Wine Sales And Shipments Amid The Pandemic (PYMNTS)
'Comfort Food Takes the Cake' and chocolate is top quarantine snack, trend report reveals (Confectionary News)
The Ice Cream Flavor Maker (Inc.)
Those things that bridge the gap between want and ability at every socioeconomic level.
Luxury industry set to decline by 18 percent this year due to COVID-19: Euromonitor (Luxury Daily)
Porsche’s New Used-Car App Will Make It Easier Than Ever to Buy Your Dream Porsche (Robb Report)
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
What you need to know about debt relief on student loans (The Washington Post)
Economist: 42 Pct Of Pandemic Layoffs Will Be Permanent (PYMNTS)
As Retail’s Struggles Worsen Amid Covid-19, the Online Resale Market is Booming (Robb Report)