Winners & Losers May 18, 2017

Tesla’s Biggest Innovation Isn’t Electric Cars



Winner or loser? Tesla, which is trading at almost six times revenue. The brand's biggest innovation is not its electric engine, but its proximity to the consumer.

Winner: Brands mining data about users' digital behavior to create physical products. Based on data gleaned from their apps, Airbnb just launched a print magazine and transit app Citymapper is launching its own bus service.

Winner: Apple, the first company in the US to cross an $800 billion market capitalization. Here's what Apple should do with all that cash.

Loser: Every apparel brand blaming Amazon for its woes. Fast fashion is just as responsible for retail's decline.

(0:08) Yahoo Finance.
(0:12) “Tesla Surpasses Ford As Stock Zooms to Record,” MarketWatch, April 2017.
(0:38) “Tesla Spends Just $6 Per Car In Advertising,” Teslarati, July 2016.
(0:38) AdAge Datacenter.
(0:50) “Airbnb Teams With Hearst on Magazine Guided by Travel Site’s Data,” The Wall Street Journal, May 2017.
(1:08) “Introducing the Citymapper Smartbus,” Citymapper, 2017.
(1:14) “London’s Pop-Up Bus,” YouTube, May 2017.
(1:25) Y Charts, May 16, 2017.
(1:28) “Apple's Cash Hoard Swells To Record $246.09 Billion,” CNBC, January 2017.
(1:29) “Denmark GDP and Economic Data,” Global Finance, May 2017.
(1:49) “Do You Hear That? It Might Be the Growing Sounds of Pocketbooks Snapping Shut and the Chickens Coming Home,” AEIdeas, August 2016.
(1:49) Irrational Exuberance, Robert Shiller.
(2:12) “Amazon Struts Its Fashion Ambitions — Department Stores Notice,” The Seattle Times, May 2016.
(2:25) CNBC, August 2016.

Episode 125

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