The adoption of Nintendo’s Pokemon Go app among smart phone users has been nothing short of astounding. “In just seven days since the game was released (on July 6, 2016) in the US, Australia and New Zealand, Pokémon Go has now almost certainly exceeded Twitter’s 65 million American users.[i]” Perhaps even more mindboggling is the fact that “searches for ‘Pokemon Go’ outstripped those for ‘porn’ for the first time, according to data from Google.[ii]”
If Twitter and pornography are suggestive of staying power, it appears Pokemon Go will be around for a while. So, what does an investor need to know about ways Pokemon Go may impact stocks, financial markets, and the economy?
Pokemon Go includes three “teams,” which Pokemon trainers can join, Team Mystic, Team Valor, and Team Instinct. Some of the hottest clothing items for school this fall and for the holiday gift-giving season
will almost certainly be Pokemon Go team apparel. One of the largest
licensees for Pokemon Go and dozens of others is Hybrid Apparel of Cypres,
California. On December 22, 2014, “Altamont Capital Partners . . . announced it
has partnered with existing shareholders to lead a strategic investment in
Hybrid Apparel.” While both Altamont Capital Partners and Hybrid Apparel are
privately held, investors could potentially benefit from Pokemon Go apparel
sales through retailers which “include upscale department stores such as
Nordstrom, Bloomingdale’s and Dillard’s; mid-tier stores such as Sears, J.C.
Penney and Kohl’s; such discount retailers as Marshalls, Ross and T.J. Maxx;
mass-market stores including Walmart (NYSE: WMT) and Target (NYSE: TGT), and
clubs Ssuch as Costco (Nasdaq: COST) and Sam’s Club.[iii]”
|Team Mystic Hat|
Cellular Service Providers
While the Pokemon Go app is free to download, the game is literally all about roaming.
Pokemon Trainers roam around to find Pokemon while cellular service providers like AT&T Wireless (NYSE: T), Verizon (NYSE: VZ), T-Mobile, Sprint and other stand to benefit with increased revenue. Speaking personally, my family of four shares 15 gigabytes of data each month. Two-thirds through our July billing period, we surpassed that allotment. So, we’ll either pay $15 for each additional gigabyte or upgrade to unlimited data for $50 per month. So will everyone else.
Portable Phone Chargers
Essential contents of any Pokemon Trainer’s backpack not only include Potion, Revive, Lucky Eggs, Poke Balls, Lure Modules, and Razz Berries, but also a portable phone charger. The Pokemon Go app displays bright colors and a dynamic augmented reality screen and consumes smart phone battery chargers faster than a Spearow dodges Poke Balls. (For non-players, that’s fast.) The highest rated portable phone charger at Amazon.com, having more than 10,000 individual reviews and an average rating of 4.7 out of 5, is the ExternalBattery RAVPower 16750mAh Portable Charger Power Bank 4.5A Dual USB Output. Although not a public company, RAVPower chargers utilize Qualcomm's Quick Charge Technology - all of which are covered by an 18 month worry-free warranty,[iv]” and Qualcomm (Nasdaq: QCOM) is a public company.
|External Battery RAVPower 16750mAh Portable|
Charger Power Bank 4.5A Dual USB Output
You and your 401(k) can thank me later.
[i] “Pokémon Go becomes global craze as game overtakes Twitter for US users.” TheGuardian.com. July 12, 2016.
[ii] “More people are now searching Google for Pokémon Go than for porn.” The Telegraph. Telegraph.co.uk. July 13, 2016.
[iii] “Fun, flexible and forward-moving: Apparel company emphasizes innovation through retail partnerships.” Quinnen, Bill. The Orange County Register. ocregister.com. June 22, 2016.
[iv] “About RAVPower.” RAVPower.com. Accessed 7/29/16.
[v] “The Streets Are Littered with Adult Pokémon Go Players. Cawley, Conor. TechCo.com. July 11, 2016.
[vi] “10 Things Millennials Buy Far More Often Than Everyone Else.” Tuttle, Brad. Money. Money.com. July 31, 2015.
[vii] “These Are America's 10 Largest Craft Breweries.” Kell, John. Fortune. Fortune.com. April 5, 2016.