Investment Areas

Six pillars of Everyday Retail.

The technology and infrastructure layer.

Our Consumer 2050 view of where shoppers are headed shapes six areas we invest in: the shopping experience, the supply chain, store operations, retail media, culinary, and retail health. We back the technology retailers can adopt one step at a time, proven in their own stores before they commit.

Shopping Experiences

Where shoppers find and buy — AI shopping assistants and agentic checkout, social and live commerce, virtual try-on and connected stores, and the commerce platforms, payments and loyalty that tie them together.

Merchandising and Store Operations

The operating layer of the store — where merchant judgment meets shelf execution: inventory and merchandising intelligence, autonomous checkout, smart shelves, in-store robotics and staff allocation.

Supply Chain and Fulfillment

Moving goods from supplier to shopper — warehouse robotics, last-mile delivery, AI planning and replenishment, store-based micro-fulfillment, cold chain, and returns and circular logistics.

Retail Media and Marketing

The monetization layer on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, creator campaigns, and closed-loop measurement.

Culinary and Foodservice

Technology for restaurant and foodservice operators — ordering and point of sale, kitchen automation and robotics, back-of-house software, guest-facing AI, and menu and nutrition tools.

Retail Health Tech

The technology layer of retail health — pharmacy automation, script fulfillment, diagnostics, and the data infrastructure behind consumer health at retail.