Tematica ResearchCleaner Living Annual Report

As we have said before, the investment themes we’ve developed at Tematica Research® look to capitalize on the changing landscapes of economics, demographics, psychographics, technology and other factors that are altering consumer behavior leading some companies to alter how and what they do, while others ignore the changing consumer winds or are simply too late to respond effectively. These changes in consumer preferences mean a pronounced shift in how, where and on what consumers spend. 

Tematica’s Cleaner Living investment theme focuses on the shifting consumer preference for food, beverages, personal, home care and lifestyle products and services that are better for you, your body, your home, workplace and the environment. The 2019 Cleaner Living Annual Report, identifies those companies that are repositioning their products and services to capture this evolution in consumer spending preferences.

While we are still in the relatively early innings for this thematic shift, some companies are further along in their transformation than others. But as more consumers seek healthier and environmentally friendly options, we’re seeing an increase in the number of companies looking to accelerate their transformation within the Cleaner Living theme on either a “build it” or “buy it” basis.