Dec 11, 2018
The behaviors of millennials are challenging the status quo and
having a profound impact on industries. Continuing our series from
our white paper, http://bit.ly/ShiftingBalance,
in this podcast we highlight important secular shifts and their
investment implications.
Note to All Readers: The information contained here...
Nov 13, 2018
Millennials’ behaviors and values are trickling through to other generations and profoundly impacting industries from retail to media, travel to healthcare, and grocery to payments. As investment managers we need to understand how their behaviors will influence business models and future profitability. In our white...
Sep 11, 2018
What do lessons from the dot.com era teach us about the
disruptive forces facing companies today?
http://bit.ly/DisruptionEverywhere
Note to All Readers: The information contained here reflects the
views of AllianceBernstein L.P. or its affiliates and sources it
believes are reliable as of the date of this...
Aug 21, 2018
The grocery market in the US is being disrupted, as e-commerce
and delivery replace the aisle-by-aisle shopping trip. What’s
coming in its place? Fresh markets, prepared foods, a restaurant
setting - an experience with the foods you eat.
Note to All Readers: References to specific securities are
presented to...
Aug 14, 2018
Retailers have endured their share of disruption over the years, with neighborhood stores losing out to department stores like Sears and Kmart, who were displaced by mass retailers such as Walmart. Now e-commerce is the reigning champion. But this shift seems different and it has many wondering if traditional retail...