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Spencer Smith


Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain

We’re in the early stages of a revolution in retailing that is creating compelling new investment opportunities.

As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries. Then we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and likely to pay off within three to five years.

Here we discuss one of these phenomena—how the next generation of automation is impacting the retail industry.

See our latest research and what it means for investors.

Download the whitepaper here.

Finding Opportunity in Disruptive Change: Retailing and its Supply Chain

Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.