Amazon's New 'Big Idea': Ignore It At Your Own Peril

Amazon's New 'Big Idea': Ignore It At Your Own Peril - j bay


Ignore this Amazon textile patent at your own peril.


Another ‘big idea’ seems to come out of Amazon (or the press making one up) just about every day. But whatever you do, DON’T ignore this one! Yesterday Amazon won a patent for an on-demand apparel manufacturing system.


Here's the deal:


  • The system includes a textile printer, cutter, and a made-to-order design system.
  • Let’s be clear, the ‘personalization’ trend isn’t a trend – it is a massive secular change in how FUTURE consumers will dress themselves.
  • Logos, on the whole, will not be anywhere near as important as something that is unique and one of a kind.
  • The BIG winners will be the brands that can offer this, and Nike is the only one that will (and has been working on this for the better part of a decade).
  • It’s not clear how quick the turn time will be and where the technology will be based, but I’d fall out of my chair if they’re not based centrally (for quick delivery) in Amazon’s major markets around the world.
  • But consider this… remember those 500,000 square foot boxes I outlined in our #Retail5.0 deck? People have pushed back – a lot – as to how those will be filled. Why can’t 25k feet of it be a design/manufacturing studio where you walk out with garments you design on the spot? Yep…I’d bet anyone that this is gonna happen.


Welcome to #Retail5.0 my friends…


Amazon's New 'Big Idea': Ignore It At Your Own Peril - amzn image

Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

read more

Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

read more

SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

read more

Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

read more

Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

read more

McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

read more

Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

read more

Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

read more

Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

read more

6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

read more

Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

read more

Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

read more