The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor and analyst Austin Smith and technology editor and analyst Andrew Tonner discuss topics across the investing world.

In today's edition, Austin discusses the massive change in how consumers shop: mobile payments. There is one company in particular that is poised to benefit from this industrywide shift. They have to unseat some deeply entrenched players on their quest for the top, but that just makes their potential payoff that much sweeter.

Andrew Tonner and Austin Smith have no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend eBay, The Home Depot, and Visa. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.