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$499 + HST
KEY INVESTMENT INSIGHTS:
- Logistics (UPS & FedEx): Amazon is looking to disrupt and gain share as it just rolled out Amazon Day to its over 100M U.S. Prime members, has curtailed two-thirds of its business with XPO Logistics while Stamps.com has ended its long-standing exclusive partnership with the USPS.
- Auto Ecosystem: We are starting to see the end of the line for the entire auto ecosystem with Telsa’s announcement it will be closing all its retail stores as it launches its $35,000 Model 3 and Lyft, whose sustainability-driven mission is “to get cars of the road”, filing its long-awaited S-1.
- Food Retailers: As a direct threat to grocery retailers, Amazon is launching a new grocery chain.