Report
Barbara Gray
EUR 425.38 For Business Accounts Only

The Playbook

After seven years of working out of coffee shops, I finally have an office to call home. But not an office in the traditional sense — rather I'm now one of the 150,000-plus members of the WeWork community, which work out of its 227 co-working office locations in 53 cities around the world. WeWork, whose inspirational mission is "to create a world where people work to make a life, not just a living", isn't just for coffee shop refugees like myself, but for companies — both big and small. Ironically, guess which company has sub-leased four of the five floors in WeWork's new Vancouver location? You guessed it — Amazon (vancouversun.com).

Please check out our note below to learn more about these and other structural disruption developments along the retail shoreline involving Alphabet, Apple, BMW, Dongfeng Motor, eBay, Freshii, JD.com, Microsoft, Naspers, Nordstrom, NVIDIA, Overstock.com, Philips Lighting NV, Priceline, SAIC, Sears Holdings, Shake Shack, Target, Walmart, and Yelp.
Underlying
Alphabet Inc. Class A

Alphabet is a holding company. Through its subsidiaries, the company is engaged in a collection of businesses, which its primary business is Google. The company reports all non-Google businesses collectively as Other Bets. Google's main products and platforms are Android, Chrome, Gmail, Google Drive, Google Maps, Google Play, Search, and YouTube. The company also provides advertisers with tools that help them attribute and measure their advertising campaigns. In addition, Other Bets includes Access, Calico, CapitalG, GV, Verily, Waymo, and X, among others. Other Bets primarily engages in the sales of internet and TV services through Access as well as licensing and research and development services through Verily.

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Pennock Idea Hub
Pennock Idea Hub

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Analysts
Barbara Gray

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