1. Disruption is Accelerating
The pace of technology Adoption is accelerating
In the last 15 years, 52% of S&P 500 companies have disappeared
2. Startups in the retail industry
Startup funding
Startup cities
3. Corporate response – Build or Buy?
Granted patents
Patent focus areas
Investors
5. 5
VS.
In the last 15
years,
52% of
S&P 500
companies
have
disappeared
1955
61-year lifespan in
S&P 500
2015
17-year lifespan in
S&P 500
Notes:Notes:
• DATA: INNOSIGHT/Richard N.
Foster/Standard & Poor’s
• ANALYSIS:INNOSIGHT
6. 6
Topics
1. Disruption is Accelerating
2. Startups in the retail industry
3. Corporate response – Build or Buy?
7. STARTUP
FUNDING
124 retail focused
startups received $4.4
Billion in funding
between 2012-2016 to
change the retail
industry.
Notes:
• Point B Analysis
• For companies founded between
2012 to 2016
• Funding types include VC funding,
M&A, and IPO
$ofFunding
$15,000,000
$32,750,002
$62,700,000
$569,999,999
8. STARTUP
CITIES
The top 5 cities with the
most funded retail
startups are:
1. New York ~$876M
2. Hoboken ~$570M
3. San Francisco
~$501M
4. Boston ~$265M
5. Culver City ~214M
Notes:
• Point B Analysis
• For companies founded between
2012 to 2016
• Funding types include VC funding,
M&A, and IPO
9. 9
Topics
1. Disruption is Accelerating
2. Startups in the retail industry
3. Corporate response – Build or Buy?
11. 266
978
2,025
2,418
476
+809%
2013 2014 2015 2016 2017
#ofPatents
Granted
GRANTED
PATENTS
Since 2013, the
number of patents
granted that focus on
retail innovations
increased 809%.
Notes:
• Point B Analysis
• Data from January 1, 2013 to
March
12. PATENT
FOCUS AREAS
Notes:
• Point B Analysis
• Data from January 1, 2013 to
March 28, 2017
Patents are targeting all
aspects of retail
business.
13. 22
3
4
12
GRANTED
PATENTS
Notes:
• Point B Analysis
• Data from January 1, 2013 to
March 28, 2017
#ofPatentsGrantedto
PrimaryCompanyAssignee
Retail companies are
actively protecting their
innovations.
15. Notes:
• Point B Analysis
• Data from January 1, 2013 to
March 28, 2017
Investors
Some companies are
actively investing in
retail focused start-ups.
16. 16
“Over the long-term, the greatest innovation risk a company can take is to decide
not to create new businesses that decouple the company’s future from that of it’s
current business units”
Clayton Christensen
Harvard Business School
Notes:
• SOURCE: Clayton Christensen,
Michael Raynor and Rory
McDonald, “What is disruptive
innovation?”, HBR December 2015