In this episode ofTD Cowen’s Retail Visionaries Podcast Series, Keith George, co-founder CEO of Cortina speaks with Oliver Chen, retail luxury analyst. They discuss eCommerce as the next chapter for retail marketplaces, as influencers, creators, and brands seek alternatives to the traditional affiliate marketing model. Press play to listen to the podcast. Transcript Speaker 1: Welcome…
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In the ninth episode of theThematic Outlook Podcast Series, Bill Bird, Head of Thematic Content, hosts a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director of Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. They discuss approaches to thematic investing, specific investable structural megatrends,
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Rod Morris, Co-Founder President of Lovevery, joins Cowen’s Retail, New Platforms, Luxury Analyst Oliver Chen for a discussion focusing on Loveverys revolution of child development through innovative playtime essentials rooted in neuroscience. The podcast also highlights consumer centricity and retention in Loveverys subscription model,
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Amy Errett, CEO Founder of Madison Reed, joins Cowen’s Retail, New Platforms, Luxury Analyst Oliver Chen for a podcast focusing on trends in the haircare industry. Amy offers her perspective on bringing transparency and convenience to consumers across different channels while providing insights into…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Adam Siegel, Co-Founder CEO of Recurate, joined Cowen’s Retailing Broadlines and Department Stores Analyst Oliver Chen to discuss how Recurate sets itself apart by offering a tech-enabled peer-to-peer resale service to help brands launch their own resale channel. They also explored the differences in branded…
In the fourth episode of Cowen’s Thematic Outlook Podcast Series, John Kernan, Retail Consumer Brands analyst, and Bill Bird, Head of Thematic Content, discuss the current state of the consumer. They focus on trends in the supply chain, commodities costs, inventory, and on investment themes such as shifting to online ordering and to alternative asset classes, such as sneaker re-sale…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Geoffroy van Raemdonck, CEO of Neiman Marcus Group, joins Cowen’s Retailing Broadlines and Department Stores Analyst Oliver Chen. They discuss how Neiman Marcus integrates digital touch points throughout the shopping experience. A business transformation that helps them engage with the younger luxury consumer. We also release…
THE COWEN INSIGHT The theme of sneaker resale is creating new markets and services. It also highlights the durability of established brands and the secular growth of the sneaker category. Our proprietary data shows a growing addressable market for sneakers in primary and secondary markets. We see some parallels between sneaker resale and NFTs as blockchain creates exciting new opportunities across…
THE COWEN INSIGHT This is part IV of a collaborative series examining the global robotics landscape see parts one, two, and three. Climate change is a universal threat that companies are now beginning to formally prepare for and combat. The tools employed will be broad. Robotics will be a critical element to ensure demand is fulfilled in a…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Ariel Kaye, Founder CEO of Parachute, joins Max Rakhlenko, Cowens Retail Fitness Analyst. They discuss the recent growth of the home décor and furniture industries, opportunities to maintain that momentum, and the companys sustainability goals targets. Other topics include the benefits of opening…
THE COWEN INSIGHT Cowen’s research team published its 5th annualeCommerce Disruption report—a deep dive known for its thoughtful framework and approach for quantifying eCommerce’s penetration across all retail sectors. In the report, Cowen has updated its USeCommercevertical model, suggesting total sales of $932BN in 22, +12% y/y, and 15% retail penetration. Cowen now expects US eCommerce sales to…
Cowen’s Thematic Outlook Podcast Series, hosted by Head of Thematic Content Bill Bird focuses on emerging growth and disruptive innovation. In collaboration with Cowen’s fundamental equity research team and Washington Research Group, the series unpacks the most pivotal investment themes which Cowen expects to drive investment gains and losses in 2022 and beyond. Thematic Outlook…
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