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Retail
Andrew Murphy
Transformations: Wrapping an Old Fish in a Piece of Paper Called Change
Written by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…
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Amazon
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Retail
How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
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Amazon
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Apple
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Artificial Intelligence
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Google
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Meta
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Nvidia
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Retail
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Robotics
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Tesla
Gene Munster
Target Taps into One Advantage Over Amazon
We tested Target’s Drive Up service with 10 separate orders. The most important metric, park-to-depart, average time was an impressive 1:18 seconds. This delightful service that will gain traction, and something that Amazon can’t offer today. This does not change…
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Amazon
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Retail
Gene Munster
Annual Apple Pay Review: Adoption Jumps, but Still a Long Way to Go
We completed our annual Apple Pay review and found year over year growth has been impressive with active users more than doubling (source: Apple), transactions more than tripling (source: Apple) and online merchant adoption increasing by ~50% (source: Loup Ventures).…
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Apple
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News
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Retail
Doug Clinton
The Empathy Economy
We believe that automation will make customer service — delivering empathy — the most in-demand job in tech. Humans will need to take advantage of the three core capabilities that robots can't compete with: creativity, community, and empathy, and The…
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Audio
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Investment Philosophy
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Loup Ventures Podcast
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Retail
Andrew Murphy
Feedback Loup: Virtual Reality for Retail
Virtual Reality, which remains a high-end tech gadget that has yet to gain mainstream traction, is often misunderstood in terms of the span of its use cases. As we mentioned in The Future of Retail, VR will allow consumers to…
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Retail
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Virtual Reality
Investing in Enjoy
We’re investing in Enjoy as a counter-automation play on the future of retail. Enjoy enables empathic retail through a personalized product delivery and setup experience.
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Audio
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Loup Ventures Podcast
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Retail
Gene Munster
3 Reasons Amazon Will Buy Target This Year
Amazon is the world’s largest online retailer, about five times bigger in that space than Walmart and its Jet.com subsidiary. Yet despite Amazon’s deep online roots and dominance over Internet shopping, I believe it will buy Target in 2018.
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Amazon
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Audio
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Loup Ventures Podcast
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Retail
Gene Munster
Cyber Monday: Premium Brands Scale Back
Absent from Cyber Monday and Black Friday promotions were premium direct-to-consumer brands. We checked the websites of 27 premium brands (and brands styling themselves as premium) on Black Friday and Cyber Monday and found only 7 of them offered promotions…
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Retail
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