Analysis

Amazon Halo is a $1.5B+ Opportunity To Help Baby Boomers Manage Chronic Conditions

Consumer Technology , Disrupting Healthcare
Amazon

The Opportunity: Amazon Halo aims to help consumers track their health, as well as share patient data with healthcare insurers and clinicians. It’ll make it easier to manage chronic conditions and incentivize users to use PillPack and Amazon Care in the future. Estimated Growth Potential: Sales of $1B can be achieved by focusing on early...

Rivian/Amazon Electric Truck Taps the $17.3B Opportunity Tesla Missed

Battle for Convenience , Retail
Amazon , Tesla

We analyzed the opportunity for Tesla to build an electric delivery truck back in 2018, and estimated a $17.3B sales opportunity over 10 years. That compares to an estimated $9.85B in revenue over 10 years it’d make selling electric Semis (yet to launch,) effectively forsaking over $7B dollars. It appears Rivian will now be tapping...

TikTok: Walmart’s $7.5B ticket to unshackle from Google

Battle for Eyeballs , Online Advertising , Retail
Walmart

Nobody in America has cracked social commerce. Of the $60B+ sales made via social commerce worldwide in 2019, less than $1B came reportedly from the U.S. Chinese netizens made the bulk of these impulse buys. Yet Walmart, a largely traditional brick & mortar retailer, thinks Tik Tok can help it leapfrog ahead of Amazon and...

Walmart Likely Shopping for Cashierless Technology

Battle for Convenience , Retail
Walmart

TLDR: We predict Walmart acquiring a cashier-less tech startup like Grabango. Cashierless forced into mainstream COVID is also pushing retailers to try radical changes. Walmart is testing cashierless checkout by replacing people with self-checkout machines. Customers may not enjoy self-checkout so much. Researchers found that more than 60% of shoppers who use self-checkout don’t use...

Amazon, Walmart, Target prepare for uncertain COVID-19 demand; Costco parties on.

Disrupting Healthcare , Retail
Amazon , Costco , Target , Walmart

TLDR: Costco is most confident in growth during and post-COVID. Target least. Surge in temp hires during COVID-19 Amazon, Costco and Walmart all appear to be investing to grow during COVID. The three retail giants posted more new job postings from April to July 2020 than they did in the same time period last year....

Amazon Just Walk Out: Just In Time For Post-COVID Shopping Era.

Battle for Convenience , Retail
Amazon

Summary: Amazon is ramping up recruiting for Just Walk Out technology, preparing for changing shopping behaviors post-COVID. Retailers without internal tech or analytics teams will benefit most. We wrote in May 2018 that Amazon would make more money selling its cashierless checkout technology to other retailers than opening more Go stores. Well, Amazon finally announced exactly that this past...

COVID-19 Accelerates Threat Walmart Poses to CVS

Disrupting Healthcare , Retail
Walmart

Surprise: COVID-19 test operations in Walmart parking lots may give Walmart’s healthcare ambitions an awareness boost. Data: Walmart’s primary care ambitions in its infancy: Only a dozen new jobs open every month compared to hundreds for its pharmacy and optometry operations. Opportunity: Everyday low prices for checkups and convenient locations may be a winning formula,...

Alexa, Grow Faster: Moonshot Initiatives

Consumer Technology
Amazon

The number of open postings for Alexa roles reached an all-time high of 1,679 this past October. Alexa was born alongside the first Echo speaker on November 6th 2014. It’s hard to imagine 5 years have passed since. Over 26% of US households now own a smart speaker, with Alexa being the dominant voice with...

Walmart goes on offense against Amazon on apparel, re-invests in Bonobos

Retail
Walmart

Walmart is unexpectedly boosting investment in Fashion. October data shows the number of new positions in apparel and fashion retailing increasing 10x, from 15 in September to 150 in October. Bonobos hiring for 121 positions one month after layoffs Bonobos is responsible for the bulk of this hiring spree. A complete reversal from the situation...

Costco is Taking eCommerce Slightly More Seriously

Retail
Costco

The number of Costco eCommerce and retail IT open job postings reached an all time high of 50 in September. A significant surge from the 20 postings it had in July, and 40 in August. Prior to July, Costco only had a dozen eCommerce positions open in any given month. Half to staff its online...