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 fulfillment automation, cold chain, freight and cross-border trade software, and returns and circular logistics.

Retail Media and Marketing

Retail media built on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, shoppable video and CTV, creator campaigns, and closed-loop measurement.

Culinary and Foodservice

Technology for restaurant and foodservice operators — ordering and point of sale, kitchen automation and robotics, connected kitchen equipment, back-of-house software, guest-facing AI, and menu and nutrition tools, in restaurants and in grocery and convenience stores.

Retail Health Tech

Technology that runs health at retail: pharmacy automation and digital fulfillment, virtual care, at-home diagnostics and wearables, and the software that routes shoppers to care and back to the pharmacy.