

Fall Preview for Investors
Aug 30, 2019
David Henkes, a senior principal at Technomic specializing in the food service industry, dives into the future of dining. He discusses the booming popularity of delivery services and the emergence of 'ghost kitchens.' Henkes also highlights critical trends like the rise of plant-based options and the growing demand for hard seltzers among younger consumers. Plus, he shares insights on which restaurant concepts are likely to thrive, offering valuable tips for investors eyeing opportunities in this evolving market.
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Big Tech and Regulation
- Big tech faces scrutiny from DOJ, FTC, and upcoming California Consumer Privacy Act (CCPA).
- Regulatory, antitrust conversations, and privacy issues will be key for companies like Facebook, Amazon, Apple, and Alphabet.
Disney+ Streaming Service
- Disney+ offers diverse content, from kids' shows to adult programming.
- The $6.99/month price and bundle options make it attractive, potentially increasing Disney's pricing power.
Maintaining Perspective
- Investors should maintain perspective amidst recession worries, political noise, and market volatility.
- Long-term investors should understand their own risk tolerance and invest accordingly.