Internet of Things in Retail - Thematic Research

  • ID: 4544575
  • Report
  • 55 pages
  • GlobalData
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FEATURED COMPANIES

  • Akamai
  • August
  • Canary
  • General Electric (GE)
  • Microsoft
  • Rite Aid
  • MORE
Internet of Things in Retail - Thematic Research

Summary

Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot intervention. Or where your fridge can detect you are running out of milk and order it while you are asleep. Or where your home thermostat automatically lowers the temperature when you leave the house and raises it the moment you return. The “Internet of Things” (IoT) refers to a world where various devices are connected to the internet with a view to automating more of our lives, saving energy, making industrial processes run more efficiently, etc.

We are still early in this technology cycle. As yet, there are no common standards, so it is difficult to predict any long-term winners and losers. However, executives need to understand IoT because it will soon morph into a mega theme. Inside, our analysis offers a framework in which to look at IoT, summarizes the important trends and identifies the key players.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem:
  • The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Reasons to buy
  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
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FEATURED COMPANIES

  • Akamai
  • August
  • Canary
  • General Electric (GE)
  • Microsoft
  • Rite Aid
  • MORE
1 PLAYERS

2 TRENDS
  • Technology trends in IoT
  • IoT trends in retail
3 VALUE CHAIN
  • Device layer
  • Connectivity Layer
  • Data Layer
  • App Layer
4 INDUSTRY ANALYSIS
  • The standards battle
  • Market size and growth forecasts
  • The four stages of IoT development
  • Competitive analysis
  • Mergers and acquisitions
  • Timeline
5 IMPACT OF IOT ON RETAIL
  • Retail case studies
  • Key recommendations for retailers
  • Key recommendations for IT vendors
6 COMPANIES SECTION
  • Public tech companies
  • Private tech companies
  • Retail companies
7 TECHNOLOGY BRIEFING
  • The six big IoT market segments
  • Navigating the IoT value chain
8 GLOSSARY

9APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY
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  • Alibaba
  • Akamai
  • Amazon
  • Apple
  • ARM (Softbank)
  • Atmel (Microchip Technology)
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  • Arqiva
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  • August
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  • Canary
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  • General Electric (GE)
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