Conversation with Terremark Co-Founder and Current Cyxtera Chairman Manny Medina

In this episode, Manny Medina, Chairman of Cyxtera speaks with Colby Synesael, Communications Infrastructure and Telecom Services Analyst. They discuss the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market. Press play to listen to the podcast. Transcript Speaker 1: Welcome to Cowen insights, a…

The Computer Architecture of Tomorrow’s Vehicle: Driven by Processing, Software & Sensors

The Cowen Insight The next-generation vehicle architecture will be defined by high-performance processing and upgradable software previously only seen in services, with a suite of advanced sensors serving as a conduit to the environment. Leveraging our work on electrification and edge computing, we dive into this new architecture and how value in the mobility space…

Reinventing Retail as a New Ecosystem with Macy’s CEO

Jeff Gennette, CEO and Chairman of Macy’s speaks with Oliver Chen, Retail Luxury Analyst on Macy’s investments in next-generation omni capabilities, the transformation of it’s digital platform, and how they engage new and younger customers. They also discuss how Macy’s is working to develop a complete personalized shopping ecosystem fit for every customer, diversity…

Sneakers as an Alternative Asset Class, Part II

THE COWEN INSIGHT Sneaker resale is creating new markets and services. Our proprietary data shows a rapidly growing addressable market. Growth in the digital ecosystem of sneakers suggests new opportunities. The sneaker category shifts to digital in both the primary and resale markets. The Sneaker/Streetwear Resale Industry COVID-19 is accelerating digital transformation in both the…

Sneakers as an Alternative Asset Class

John Kernan, Cowen’s retail and consumer brands analyst explores the evolving sneaker market. He highlights the rise of resale and the impact of digital growth and shifts in distribution on the industry. Press play to learn more.

4th Annual Millennial and Gen Z Consumer Survey

This video shares highlights from The Rapid Ascent of Millennials and Gen Z, an Ahead of the Curve® Report based on Cowen’s fourth annual proprietary Millennial and Gen Z survey on the consumer preferences of 18-24 year olds. The survey revealed the importance of social impact, sustainability, resale, and smartphones on this segment’s purchase decisions.

Retail’s Modernization Imperative

THE COWEN INSIGHT The COVID-19 crisis is a catalyst for innovation. We forecast consumers will accelerate adoption of recommerce online grocery as they pivot toward value and blend digital physical interactions. Store closures accelerated by the crisis will lead to additional mall closures. Brands retailers need to pivot to at-home engagement. Retail…

Gen Z/Millennials: Sustainability Supports Durability

THE COWEN INSIGHT Our third annual proprietary Gen Z and Millennial survey of consumers aged 18-34 across six sector verticals indicates that younger consumers are reshaping the consumer sector landscape. Survey results illustrate transformational shifts in spending power and variance in spending preferences. The theme of sustainability continues to resonate widely with younger consumers. This…

Trove & CaaStle CEOs on the Recommerce Revolution

In this episode of Cowen Insights, Christine Hunsicker, CEO Founder of CaaStle, and Andy Ruben, CEO Founder of Trove, speak with Oliver Chen, Retail Luxury Goods Analyst. They discuss the state of the recommerce market and its growing importance to brands and consumers. They also discuss the explosive growth ahead for resale…

Gen Z & Millennials Are Driving Digital Transformation & Sustainability

Cowen’s updated Gen Z Millennial Survey assesses the demographic’s preferences. This video highlights key findings in the survey including a shift towards online marketplaces and resale platforms, brand preferences in athletic apparel and footwear, and how attitudes about sustainability impact purchasing decisions. Press play to learn more.

What Happens in the Room Where Biopharma Deals Happen

In this episode, Devang Bhuva, Senior Vice President, Corporate Development and Alliance Management at Gilead speaks with Yaron Werber, M.D., Biotechnology Analyst. They share an inside look at the deal-making process from start to finish. They discuss how deals get done, trends in oncology MA, the framework that potential acquirers use to triage and identify…

Future of Sustainability Is Collaboration

Martijn van der Zee, Chief Merchandising and Sustainability Officer of CA speaks with Oliver Chen, Retail Luxury Analyst about key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. Press play to listen to the episode. Transcript Speaker 1: Welcome to Cowen Insights. A space that brings leading thinkers…

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