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Disruptors – Physical and Digital

– CVS Health: 37% of 2014 capex was on technology and
other corporate initiatives
– Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion
(5% of sales) over next five years
– Walmart: 29% of 2014 US capex; spending “$1.2–$1.5
billion in e-commerce websites and mobile commerce
applications”
– Home Depot: “Tilting investments towards interconnected
retail and technology

Top Ideas on Global Retail and Tech

FBIC TOP 20 RETAIL & TECH TRENDS
1. Ecommercification: More Convenient Payment
2. In-Store Shopping Becomes More Purposeful
3. Webrooming
4. Increasingly Personalized Shopping
5. At-Home Beauty Devices Limit Salon Visits
6. Geofencing and Beacons Enable Location-based Marketing

Walmart Plays Catch-Up in Investing in the Business

Walmart held its annual investor day today in New York. The presentation focused on Walmart stores in the US and e-commerce. Overall, the company is working to improve its in-store experience and developing a seamless offering through the expansion of its e-commerce/m-commerce capabilities. These efforts, though a long time coming and necessary, could ultimately take time to bear fruit, and the next several years could prove to be a period of transition.