Winner: Ferrari, whose margins are on par with Apple and Hermes. But the real winner may be Apple, the only tech company to become a luxury brand.
Winner: Ulta, the beauty retailer growing faster than Amazon thanks to its omnichannel strategy.
Winner or loser? Microsoft, which still powers 90% of desktop computers, although installs have been slower than anticipated.
Plus, Scott strikes a pose.
Sources
(0:07) “Ferrari Surges to Apple-Like Margins With $2.1 Million Car,” Bloomberg, May 2017. https://bloom.bg/2qICJVc
(1:08) YCharts, May 2017.
(1:08) “Amazon vs Walmart Revenues and Profits 1995-2014,” R&P, July 2015. http://bit.ly/2qkipto
(1:08) “Amazon Annual Income Statement (NASDAQ:AMZN),” Amigosbulls.com, May 2017. http://bit.ly/2rV0ivo
(1:17) “Beauty: Ulta Unlocked,” L2, Inc., May 2017. http://bit.ly/2qk4GCX
(1:23) Bloomberg.
(1:26) “Ulta Is the Brick-and-Mortar Retail Beauty Queen,” Business of Fashion, March 2017. http://bit.ly/2mpyqMu
(1:44) Euromonitor International.
(1:49) “Profiles of Un-Amazon-Able Businesses + CowenVision Video,” Cowen, May 2017. http://bit.ly/1kGGWCk
(1:55) “How Ulta CEO Repositioned Company For Big Success,” Chicago Tribune, March 2017. http://trib.in/2rUD34l
(2:22) “Global Operating Systems Market Share For Desktop PCs, From January 2012 To July 2016,” Statista. http://bit.ly/2r1nRo4
(2:22) “Windows XP Is Still The Most Popular Operating System In The World,” Business Insider, May 2015. http://read.bi/2pCxABS
(2:30) “Windows 10 Now Runs On 500 Million Active Devices,” VentureBeat, May 2017.
(2:49) “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017.
Episode 126
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