The Cowen Insight Our fourth annual proprietary Gen Z and Millennial survey across seven verticals illustrates transformational shifts in spending power and variance in spending preferences. Sustainability, social commerce, and shifts to digital are likely to have profound effects on growth and risk across retail, eCommerce, restaurants, food, cannabis, and payments sectors. Key themes from…
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.
Brian Holland, Sustainable Food Healthy Living Analyst shares highlights from his report Sustainable Food and Healthy Living: At the Inflection Point. He speaks about drivers for disruption including COVID-19, Millennials Gen Z, and sustainable food production. He also highlights how these disruptive forces are impacting the sustainable meat dairy, pet, and packaged…
The Cowen Insight We believe we are on the cusp of the most dramatic sea change in consumer behavior in generations, if not ever. Key drivers are: 1) COVID-19 2) Gen-Z, and 3) sustainability. With that, in this report we lay the foundation for our Sustainable Food and Healthy Living coverage. Key investment considerations within…
In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Brady Rafuse, CEO of euNetworks. They discuss the value of hard work (still), the success of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble. Press play to listen to the podcast. Transcript Speaker…
Here is something to think about on this July 4th holiday. Over the past century, the U.S. has been the single greatest market for capital formation. The strength of our financial markets, coupled with our regulatory framework, continues to attract companies from around the world that want to list on U.S. exchanges.
In this episode Michael Kliger, President CEO of Mytheresa speaks with Oliver Chen, Retail Luxury Analyst. They discuss online luxury retail, frictionless efficient customer service, and exclusive capsule collections. They also speak about sustainability including carbon offsets, recommerce, and offering upcycled or recycled products. Lastly, they highlight the importance remaining responsive to…
THE COWEN INSIGHT Disruption has shaped the aviation industry since inception. We believe we will see two major disruptors over the next 20 years: start-up airlines and emerging technology aircraft. Tech changes are being driven by environmental concerns. ESG and sustainability are core to airline strategy. Airlines are focused on using sustainable aviation fuel (SAF)…
Mike George, President CEO and Jeff Davis, CFO of Qurate Retail Group (QVC, Zulily, HSN) speak with Oliver Chen, Retail Luxury Goods Analyst. Qurate Retail is a pioneer in livestreaming and virtual shopping, which were key communication methods during COVID-19. They discuss Qurate at the forefront of live shopping, initially on television and…
Cowen Research shares highlights from the 6th Annual Sustainability Energy Transition Primer, a 446-page overview of the sector. Learn how green energy and increases in ESG investing have affected the energy markets. Press play to watch the video. THE COWEN INSIGHT We have created our 6th annual comprehensive primer on the Sustainability Energy…
By Larry Wieseneck, Co-President of Cowen Company, LLC, and R. Adam Miller, Managing Director, Sustainability Energy Innovation, Intrepid Partners the global energy sector is gradually shifting away from fossil fuels toward more sustainable sources of energy Energy Transition for a sustainable future The recent discourse around Energy Transition often overlooks the fact that…
In this episode, Larry Wieseneck, Co-President, Cowen Company speaks with David Erickson, a former colleague and a Senior Fellow at Wharton Business School. They discuss returning to the office, being adaptable and flexible in changing circumstances, and taking ownership of your career. They also speak about how emerging technologies such as electric charging, cybersecurity,