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Deepwater
2021 Loup Holiday Gift Guide
Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…
1-Minute Read
Apple
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Autonomous Vehicles
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Blockchain
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Cryptocurrency
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Gaming
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Meta
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Retail
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Tesla
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Twitter
Doug Clinton
The $1 Trillion NFT Market
This NFT market overview was originally posted on Doug’s blog, Uncomfortable Profit. I’m more certain than ever that 95%+ of NFT projects are zeroes, but that the NFT space is still going to be bigger than almost everyone realizes. The…
12-Minute Read
Cryptocurrency
,
Gaming
,
Retail
Gene Munster, Andrew Murphy
Enjoy Is a Pure Play on Experiential Retail at Home
Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…
16-Minute Read
Apple
,
Enjoy
,
Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce: Convenience vs. The Experiential
This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…
6-Minute Read
Amazon
,
Apple
,
Enjoy
,
Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce as Commerce at Home
This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…
5-Minute Read
Airbnb
,
Amazon
,
Apple
,
Enjoy
,
Retail
,
Tesla
Gene Munster, Andrew Murphy
The Future of Apple Stores Is More Distributed
Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…
3-Minute Read
Apple
,
Enjoy
,
Retail
Andrew Murphy, David Stokman
Ecommerce Adoption Proving Sticky Throughout the Pandemic
The pandemic has forever altered consumer buying habits. Ecommerce trends, as measured by the percentage of total US retail spending, have accelerated. In late March 2020, we surveyed 245 US consumers to investigate how shopping behaviors were changing as a…
4-Minute Read
Amazon
,
Retail
Gene Munster, Andrew Murphy
Loup TV 008: The Digital Transformation Trajectory
We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…
0-Minute Read
Deepwater TV
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Future
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Retail
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Technology
Gene Munster, Andrew Murphy
Loup TV 006: Facebook Shop
Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…
1-Minute Read
Deepwater TV
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Meta
,
Retail
Gene Munster, Andrew Murphy
Loup TV 002: Amazon in Talks to Acquire JC Penney Leases, Are Drive Through Bank Locations Next?
The Wall Street Journal broke a story that Amazon is in talks to acquire a handful of JC Penney leases, which would continue Amazon’s brick and mortar experiment. Andrew and Gene discuss why this seemingly odd strategy might make sense…
0-Minute Read
Amazon
,
Deepwater TV
,
Retail
Andrew Murphy, Will Thompson
COVID-19 Restrictions Are Accelerating Online Grocery Shopping
In the wake of COVID-19, consumers around the globe have been forced to change their buying habits. For many, ecommerce has become the preferred—or only—way to buy goods, a change that will likely accelerate the adoption of ecommerce by 2-3…
5-Minute Read
Amazon
,
Retail
,
Uber
Andrew Murphy
Amazon Wins Another Battle for the Future of Retail
The end of the war is a long way off, but Amazon has just won another battle for the future of retail. The company recently announced the opening of Go Grocery, a first-of-its-kind large format automated retail store in downtown…
3-Minute Read
Amazon
,
Artificial Intelligence
,
Retail
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