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Treemap Arc Catalog
Food = 12% vs. 15% of Household Spending 28 Years Ago...
BondCap · key_messages
Food = 12% vs. 15% of Household Spending 28 Years Ago...
12% — Household spending share
 Grocery Price Growth = Declining Trend… Owing To Grocery Competition
BondCap · industry_trends
Grocery Price Growth = Declining Trend… Owing To Grocery Competition
 Walmart = Helped Reduce Grocery Prices via Technology + Scale... per Greg Melich @ MoffettNathanson
BondCap · case_study
Walmart = Helped Reduce Grocery Prices via Technology + Scale... per Greg Melich @ MoffettNathanson
20% — Grocery Share, USA
 E-Commerce = Helping Reduce Prices for Consumers
BondCap · section_divider
E-Commerce = Helping Reduce Prices for Consumers
 E-Commerce sales have risen rapidly over the past decade. Online prices are falling – absolutely & relative to – traditional inflation measures like the CPI. Inflation online is, literally, 200 basis points lower per year than what the CPI has been showing. To better understand the economy going forward, we will need to find better ways to measure prices & inflation.
BondCap · quote_slide
E-Commerce sales have risen rapidly over the past decade. Online prices are falling – absolutely & relative to – traditional inflation measures like the CPI. Inflation online is, literally, 200 basis points lower per year than what the CPI has been showing. To better understand the economy going forward, we will need to find better ways to measure prices & inflation.
200 bps — inflation
 Consumer Goods Prices = Have Fallen... -3% Online & -1% Offline Over 2 1/4 Years per Adobe DPI...
BondCap · market_landscape
Consumer Goods Prices = Have Fallen... -3% Online & -1% Offline Over 2 1/4 Years per Adobe DPI...
-3% — Price Index
 ...Online vs. Offline Price Decline Leaders = TVs / Furniture / Computers / Sporting Goods per Adobe DPI
BondCap · market_landscape
...Online vs. Offline Price Decline Leaders = TVs / Furniture / Computers / Sporting Goods per Adobe DPI
-4% — Price Change, Y/Y
 We've seen how technology can make online shopping more efficient, with lower prices, more selection & increased convenience. We are about to see the same thing happen to offline shopping.
BondCap · quote_slide
We've seen how technology can make online shopping more efficient, with lower prices, more selection & increased convenience. We are about to see the same thing happen to offline shopping.
 Relative Household Spending = How Might it Evolve?
BondCap · section_divider
Relative Household Spending = How Might it Evolve?
 Shelter as % of Household Spending = 17% vs. 12% (1972)... Largest Segment in % + $ Growth
BondCap · industry_trends
Shelter as % of Household Spending = 17% vs. 12% (1972)... Largest Segment in % + $ Growth
17% — Household spending percentage
 USA Cities = Less Densely Populated vs. Developed World
BondCap · peer_benchmark
USA Cities = Less Densely Populated vs. Developed World
17x — Residents per KM2
 USA Homes = Bigger vs. Developed World...
BondCap · peer_benchmark
USA Homes = Bigger vs. Developed World...
~1,500 — Average Home Size (Square Feet)
 ...USA Homes = Getting Bigger...Residents Falling @ 2.5 vs. 3.0 (1972)
BondCap · industry_trends
...USA Homes = Getting Bigger...Residents Falling @ 2.5 vs. 3.0 (1972)
2.5 — Residents per home
 USA Office Space = Steadily Getting Denser / More Efficient
BondCap · industry_trends
USA Office Space = Steadily Getting Denser / More Efficient
180 — Square feet per employee
 ...Shelter... To Contain Spending... Consumers May Aim to Increase Utility of Space
BondCap · transition
...Shelter... To Contain Spending... Consumers May Aim to Increase Utility of Space
 Airbnb = Provides Income Opportunities for Hosts...
BondCap · case_study
Airbnb = Provides Income Opportunities for Hosts...
5MM — Global Active Listings
 ...Airbnb Consumer Benefits = Can Offer Lower Prices for Overnight Accommodations
BondCap · competitive_analysis
...Airbnb Consumer Benefits = Can Offer Lower Prices for Overnight Accommodations
$306 — Average Room Price per Night
 Relative Household Spending = How Might it Evolve?
BondCap · transition
Relative Household Spending = How Might it Evolve?
 Transportation as % of Household Spending = 14% vs. 14% (1972)... #3 Segment of $ Spending Behind Shelter + Taxes
BondCap · industry_trends
Transportation as % of Household Spending = 14% vs. 14% (1972)... #3 Segment of $ Spending Behind Shelter + Taxes
14% — Household Spending %
 Transportation... To Contain Spending... Consumers Reducing Relative Spend on Vehicles + Increasing Utility of Vehicles
BondCap · transition
Transportation... To Contain Spending... Consumers Reducing Relative Spend on Vehicles + Increasing Utility of Vehicles
 Transportation as % of Household Spending = Vehicle Purchase % Declining...Other Transportation % Rising
BondCap · industry_trends
Transportation as % of Household Spending = Vehicle Purchase % Declining...Other Transportation % Rising
 Uber = Can Provide Work Opportunities for Driver-Partners...
BondCap · industry_trends
Uber = Can Provide Work Opportunities for Driver-Partners...
3MM — Global Driver-Partners
 ...Uber Consumer Benefits = Lower Commute Cost vs. Personal Cars – 4 of 5 Largest USA Cities
BondCap · competitive_analysis
...Uber Consumer Benefits = Lower Commute Cost vs. Personal Cars – 4 of 5 Largest USA Cities
$218 — Weekly Commute Cost
 Relative Household Spending = How Might it Evolve?
BondCap · section_divider
Relative Household Spending = How Might it Evolve?
 Healthcare as % of Household Spending = 7% vs. 5% (1972)... Fastest Relative % Grower
BondCap · industry_trends
Healthcare as % of Household Spending = 7% vs. 5% (1972)... Fastest Relative % Grower
7% — Household Spending %
 Healthcare Spending = Increasingly Shifting to Consumers...
BondCap · transition
Healthcare Spending = Increasingly Shifting to Consumers...
 USA Healthcare Insurance Costs = Rising for All… Consumers Paying Higher Portion @ 18% vs. 14% (1999)…
BondCap · industry_trends
USA Healthcare Insurance Costs = Rising for All… Consumers Paying Higher Portion @ 18% vs. 14% (1999)…
18% — Employee Contribution %
 ...USA Healthcare Deductible Costs = Rising A Lot... Employees @ >$2K Deductible = 22% vs. 7% (2009)
BondCap · industry_trends
...USA Healthcare Deductible Costs = Rising A Lot... Employees @ >$2K Deductible = 22% vs. 7% (2009)
22% — Percentage of employees with >$2K deductible
 When Consumers Start Spending More They Tend To Pay More Attention to Value + Prices... Will Market Forces Finally Come to Healthcare & Drive Prices Lower for Consumers?
BondCap · transition
When Consumers Start Spending More They Tend To Pay More Attention to Value + Prices... Will Market Forces Finally Come to Healthcare & Drive Prices Lower for Consumers?
 Healthcare Patients Increasingly Developing Consumer Expectations...
BondCap · context
Healthcare Patients Increasingly Developing Consumer Expectations...
 Consumerization of Healthcare + Rising Data Availability = On Cusp of Reducing Consumer Healthcare Spending?
BondCap · section_divider
Consumerization of Healthcare + Rising Data Availability = On Cusp of Reducing Consumer Healthcare Spending?
 WORK = CHANGING RAPIDLY... INTERNET HELPING, SO FAR...
BondCap · section_divider
WORK = CHANGING RAPIDLY... INTERNET HELPING, SO FAR...
 Technology Disruption = Not New...But Accelerating
BondCap · transition
Technology Disruption = Not New...But Accelerating
 Technology Disruption = Not New...
BondCap · industry_trends
Technology Disruption = Not New...
 ...Technology Disruption = Accelerating...Internet > PC > TV > Telephone
BondCap · industry_trends
...Technology Disruption = Accelerating...Internet > PC > TV > Telephone
 Technology Disruption Drivers = Rising & Cheaper Compute Power + Storage Capacity...
BondCap · industry_trends
Technology Disruption Drivers = Rising & Cheaper Compute Power + Storage Capacity...
 ...Technology Disruption Drivers = Rising & Cheaper Connectivity + Data Sharing
BondCap · industry_trends
...Technology Disruption Drivers = Rising & Cheaper Connectivity + Data Sharing
49% — Global Penetration
 New Technologies = Created / Displaced Jobs Historically
BondCap · transition
New Technologies = Created / Displaced Jobs Historically
 New Technologies = Job Concerns / Reality Ebb + Flow Over Time
BondCap · case_study
New Technologies = Job Concerns / Reality Ebb + Flow Over Time
 New Technologies = Aircraft Jobs Replaced Locomotive Jobs...
BondCap · context
New Technologies = Aircraft Jobs Replaced Locomotive Jobs...
 ...New Technologies = Services Jobs Replaced Agriculture Jobs ...
BondCap · industry_trends
...New Technologies = Services Jobs Replaced Agriculture Jobs ...
 ...Agriculture = <2% vs. 41% of Jobs in 1900
BondCap · industry_trends
...Agriculture = <2% vs. 41% of Jobs in 1900
41% — Employment share
 70 Years = New Technology Concerns Ebb / Flow... GDP Rises...Unemployment Ranges 2.9 - 9.7%
BondCap · industry_trends
70 Years = New Technology Concerns Ebb / Flow... GDP Rises...Unemployment Ranges 2.9 - 9.7%
3.9% — Unemployment Rate
 Will Technology Impact Jobs Differently This Time?
BondCap · transition
Will Technology Impact Jobs Differently This Time?
 Job Market = Solid Based on Traditional High-Level Metrics, USA
BondCap · transition
Job Market = Solid Based on Traditional High-Level Metrics, USA
 Unemployment @ 3.9% = Well Below 5.8% Seventy Year Average
BondCap · industry_trends
Unemployment @ 3.9% = Well Below 5.8% Seventy Year Average
3.9% — Unemployment Rate
 Consumer Confidence = High & Rising… Index @ 100 vs. 87 Fifty-Five Year Average
BondCap · context
Consumer Confidence = High & Rising… Index @ 100 vs. 87 Fifty-Five Year Average
100 — Consumer Confidence Index
 Job Openings = 17 Year High... @ 7MM...~3x Higher vs. 2009 Trough
BondCap · industry_trends
Job Openings = 17 Year High... @ 7MM...~3x Higher vs. 2009 Trough
7MM — Job Openings
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