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Industry Focus

CG: Who Knew Healthcare and Retail Had So Much in Common?

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 15 November 2016

⏱️ 26 minutes

🧾️ Download transcript

Summary

Mash-up week continues on Industry Focus as we look at six major consumer trends and their close counterparts in the healthcare industry.

Transcript

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0:00.0

Welcome to Industry Focus, the podcast, it dives into a different sector of the stock market every day.

0:07.0

It is Tuesday, November 15th, and I'm your host, Vincent Shen.

0:10.0

I am very lucky this week, because this is my second week week now that I've actually had somebody in the studio with me which in my opinion is just a much more enjoyable experience.

0:19.0

I had Dan last week and now for crossover theme week on Industry Focus, I have Christine Harjus from Health Care, and she's

0:26.7

going to be talking to us today about some of the trends that we've seen in consumer retail

0:32.4

and how they have been able to parallel

0:35.0

themselves, I guess, in terms of health care and pharmacy.

0:38.1

I'm excited to be here, Vince.

0:40.1

Thanks for having me.

0:41.1

Yeah. So, you know know we came into this into this theme week I guess trying to

0:46.7

figure out some of the different combinations that we could have with the sectors

0:50.3

you know previously we had done something on the consumer side with financials, with

0:57.4

industrials, talking about driverless cars, talking about, for example, bank cards or branded credit cards at stores, for

1:06.2

example.

1:07.2

But I thought it would be a little hard actually to find things that would pair up well in

1:11.7

terms of consumer and health care just because your site can be very technical and

1:15.8

I'm personally not as familiar with that space but when you know you shared some of your notes with me we talked about it more actually

1:21.3

to realize like holy cow there's a ton of stuff that is the same actually

1:24.8

there's a lot absolutely so you know jumping right into it one of the first things was in terms of

1:30.7

increased personalization and I think on the health care drug side you guys really

1:34.8

take that to a very to another level in my opinion so we had a previous show where I spoke with

1:39.2

Assad about for example on Nike with Nike ID you can kind of take a base shoe, design it with the colors

...

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