Emerging Tech (AR/VR Blockchain IoT)

Emerging technologies including AR/VR, RFID, drones, and blockchain are finding targeted retail applications. Adoption remains early-stage for most, but specific use cases like RFID for real-time inventory are gaining traction.

Analysis:

Most of these technologies have been 'emerging' for years without breakout retail adoption. RFID is the exception but is being captured by incumbents. Too early and fragmented for a high-conviction venture bet.