showing 6 results...

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...

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...

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...