In this episode of theRetail Visionaries Podcast, Jason Karp, Founder CEO of HumanCo joins Oliver Chen, Retail Luxury Analyst. They discuss HumanCo, a holding company focused on delivering better-for-you products that make it easy to live a healthy life. They also speak about Jasons career transition from hedge fund manager to growing several…
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At our 7th Annual Future of the Consumer Conference, Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S.spoke with Oliver Chen, Retail Luxury Analyst. Together they explored key innovations and transformations within Walmart’s apparel division, including re-envisioned experiences both in-store and online. Press play to listen to the podcast.
In this episode of TD Cowen’s FutureHealth Podcast Series, Ken Ehlert, Former Chief Scientific Officer of UnitedHealth Group, joins Charles Rhyee, Cowen’s Health Care Technology Analyst. With over three decades of experience in health care, Ken has focused on using data, analytics, and a longitudinal understanding of disease to build products and businesses that improve the…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Francois Chaubard, Founder and CEO of Focal Systems, joins Oliver Chen, Cowen’s Retail Luxury Analyst to discuss artificial intelligence applications in retail. They touch upon how artificial intelligence can optimize reordering, locate products in stores, reduce waste, and reinvent how retailers approach inventory planning. Press play…
TD Cowen’s Restaurant Rendezvous Podcast Series explores the disruptive technology and innovation transforming restaurants and food delivery. Hosted by TD Cowen’s Restaurant Analyst Andrew Charles, Restaurant Rendezvous brings together thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. Restaurant Rendezvous Podcast Series Episode 1: Chipotles 2022 ESG…
On this episode of TD Cowens Retail Visionaries Podcast, Retailing Broadline and Department Stores Analyst, Oliver Chen speaks with Brook Armstrong, CEO and Co-Founder of Blockskye. Brook gives listeners an introductory deep dive into NFTs, cryptocurrencies, intellectual property risks, and the metaverse. The discussion also covers ideas and tips for starting your Web3 journey and…
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…
The Cowen Insight Starting July 15, 2021 ~39 mm households will begin receiving monthly bank deposits through year-end, totaling ~$150 bn in 12 months. This is a notable shift in policy that we view as an underappreciated catalyst for discretionary consumer spend. Herein we provide perspectives on the affect it can have on multiple sectors including airlines, alcohol, tobacco cannabis,
Cowen Research shares the results from the latest COVID-19 Consumer Survey, a recurring monthly survey of 2,500 U.S. consumers. They share updates on vaccine expectations, consumer sentiment around returning to bars and restaurants, air travel and hotels. In addition, they highlight behavior around social distancing and which products consumers intend to purchase. Press play to…
AgTech to focus on solutions for sustainability challenges through innovative hardware, software, and artificial intelligence.
Jeff Stoops, President CEO of SBA Communications speaks with Colby Synesael, Communications Infrastructure and Telecom Services Analyst. In this episode, they discuss Jeff’s background, the importance of recruiting and factors that make a candidate attractive in an interview. They also discuss how a SPAC brought Jeff to SBA, what the tower industry was like at that time,
In this episode, Jay Adelson, Co-Founder of Equinix speaks with Colby Synesael, Communications Infrastructure Telecom Services Analyst. They discuss the Equinix origin story and founding purpose, the initial investors in the company, and why Jay decided to leave the company. They also discuss net neutrality at third party data centers today, additional services that…
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