PinnedAmazon, CPG, DTC: what’s happened in consumer over the last decadeAsk a millenial what their daily routine looks like and I bet it involves some combination of a Casper mattress, Harry’s razor, Quip…May 15, 2022May 15, 2022
Software — the “OG” as-a-Service modelIf there are two phrases I come across most in my day job as an investor it’s “tech-enabled [blah]” and “[blah]-as-a-Service”…Jun 24, 2022Jun 24, 2022
Can anaerobic digestion help solve the growing issue of food waste?Why is food waste such an issue?May 12, 20221May 12, 20221
Restaurant tech: Online ordering and loyalty programs help drive customer lifetime valueBesides wiping down groceries, one of the most profound changes to society coming out of the COVID-19 pandemic was the acceleration of…May 12, 2022May 12, 2022
Is traditional automotive retail dead?Ah, car buying. A dreaded experience for most consumers. The surprise fees, the back and forth haggling, the sales rep stepping away to…May 11, 2022May 11, 2022
Pandemic puppies driving the veterinarian services industryOne afternoon during senior year of college my roommate came home from the vet, his dog wearing a plastic cone and his wallet $700 lighter…May 7, 2022May 7, 2022
Making sense of tech-enabled servicesEvery business I read about these days is a “tech-enabled strategic partner that leverages machine learning and AI to deliver better…Apr 17, 2022Apr 17, 2022
Groceries Go Online: Concentrated Products Accelerating the ShiftThe US grocery industry is a $800+ bn industry. It’s one of the least developed sectors in e-commerce, with penetration at just ~5%…May 25, 2020May 25, 2020
Pet Supplement Industry ThesisThe pet supplement industry (products for common ailments such as digestive, immunity and joint health) is well-positioned to grow from a…May 22, 2020May 22, 2020
An Overview of the Food M&A LandscapeThink back to the last time you visited the grocery store. Did you pick up a pack of Budweiser, a tub of Yoplait, a gallon of dairy milk…May 11, 2020May 11, 2020
