U Beauty’s Simple, Scientific, Viral Skincare

TD Cowen Insights · U Beautys Simple, Scientific, Viral Skincare Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Tina Chen Craig, founder of U Beauty, joins Oliver Chen, Retail Luxury Analyst to discuss how a modern beauty market filled with new ingredients, techniques, and experiences makes efficacy and education a key priority for brands. They also discuss…

Innovative Design for Life, It’s Lovesac

TD Cowen Insights · Innovative Design For Life, Its LovesacListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of theRetail Visionaries Podcast Series, Shawn Nelson, Founder CEO of Lovesac, a modern furniture brand with fully customizable design for life products joins Oliver Chen, Retail Luxury Analyst. They explore strategies and lessons learned…

Sustainability Through Regenerative Retail At Walmart

TD Cowen Insights · Sustainability Through Regenerative Retail At Walmart Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of the Retail Visionaries Podcast, Kathleen McLaughlin, Chief Sustainability Officer at Walmart joins Oliver Chen, Retail Luxury Analyst. They discuss Walmarts ESG initiatives including creating opportunity, enhancing sustainability, strengthening communities, and upholding the highest standards…

Secrets To How Innovation Can Drive Impactful Growth With Bombas

TD Cowen Insights · Secrets To How Innovation Can Drive Impactful Growth With Bombas Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Dave Heath, CEO Co-Founder of Bombas, a premium comfort-focused sock apparel brand on a mission to help those in need, joins Oliver Chen, Retail Luxury Analyst. In this episode of theRetail Visionaries…

Reaching New Frontiers With Founding CEO & Current Director of Generate Biomedicines 

TD Cowen Insights · Reaching New Frontiers With Founding CEO Current Director of Generate BiomedicinesListen on Apple PodcastsListen on SpotifyListen on SoundCloud On this episode of TD Cowen’sBiotech Decoded Podcast Series, Geoff von Maltzahn, general partner at Flagship Pioneering and founding CEO and current Director of Generate Biomedicines joins Yaron Werber, Biotechnology Analyst. They discuss…

Next-Gen Fuels at a Crossroads  

TD Cowen Insight The renewable diesel and sustainable aviation fuel (SAF) market faces near-term downside as supply growth overtakes demand, underpinned by government incentives. We see potential for margin stability to re-emerge in 2025 and strengthening into the second half of the decade…

2023 Sustainability Week Bootcamps 

During our Sustainability Week, our research analysts conducted 11 teach-ins on emerging topics in sustainability. These introductory videos explain how each technology works and identify market segments, key growth drivers, and market forecasts. Videos include: Automotive SemiconductorsEV Charging and BatteriesCarbon Capture and StorageSynthetic BiologyHydrogenLithiumLithium-Ion BatteriesNuclear PowerRenewable Diesel and Sustainable Aviation FuelResidential SolarUtility Scale Solar Automotive Semiconductors Automotive semiconductors are…

Letting Sustainability Take Flight With American Airlines 

TD Cowen Insights · Letting Sustainability Take Flight With American AirlinesListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of the Wheels Up Podcast Series, Jill Blickstein, American Airlines’ Vice President of Sustainability joins Helane Becker, Airlines, Airfreight Aircraft Leasing Analyst. They discuss how the airline is working to achieve net zero carbon…

Sustainability Week 2023 Key Takeaways

This spring, TD Cowen hosted its first Annual Sustainability Week.The event offered ESG portfolio managers, sector specialists, buyside sustainability teams, corporate managements, and venture capitalists the opportunity to gain from the breadth of ESG and sustainability-related resources available from TD Securities and TD Cowen. Over 160 leading companies, policy makers and other stakeholders participated in a…

Live & Love in Levi’s: Innovative Growth at an Iconic Heritage Brand

TD Cowen Insights · Live Love in Levis: Innovative Growth at an Iconic Heritage BrandListen on Apple PodcastsListen on SpotifyListen on SoundCloud Harmit Singh, Chief Financial and Growth Officer at Levi Strauss Co., spoke with Oliver Chen, Retail Luxury Analyst at our 7th Annual Future of the Consumer Conference. On this episode, they discuss…

Chipotle’s 2023 ESG Priorities with Laurie Schalow

TD Cowen Insights · Chipotles ESG Priorities Listen on Apple PodcastsListen on SpotifyListen on SoundCloud On this episode of TD Cowen’s Restaurant Rendezvous Podcast Series, Laurie Schalow, Chipotles Chief Corporate Affairs and Food Safety Officer joins Andrew Charles, RestaurantsAnalyst, where they discuss the company’s 2022 Sustainability report and ESG priorities that are central to Chipotle’s culture. Press play…

8th Annual Sustainability & Energy Transition Primer 

The TD Cowen Insight We have created our 8th annual comprehensive primer on the Sustainability Energy Transition sector. Click here to see last year’s primer. Our Sustainability Energy Transition Primer aims to assist investors in navigating its complex and varied sub-verticals.

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