Winners & Losers May 25, 2017

The Retailer Growing Faster Than Amazon

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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. https://bloom.bg/2qICJVc
(1:08) “Amazon Annual Income Statement (NASDAQ:AMZN),” Amigosbulls.com, May 2017. https://bloom.bg/2qICJVc
(1:17) “Beauty: Ulta Unlocked,” L2, Inc., May 2017. https://bloom.bg/2qICJVc
(1:23) Bloomberg.
(1:26) “Ulta Is the Brick-and-Mortar Retail Beauty Queen,” Business of Fashion, March 2017. https://bloom.bg/2qICJVc
(1:44) Euromonitor International.
(1:49) “Profiles of Un-Amazon-Able Businesses + CowenVision Video,” Cowen, May 2017. https://bloom.bg/2qICJVc
(1:55) “How Ulta CEO Repositioned Company For Big Success,” Chicago Tribune, March 2017. https://bloom.bg/2qICJVc
(2:22) “Global Operating Systems Market Share For Desktop PCs, From January 2012 To July 2016,” Statista. https://bloom.bg/2qICJVc
(2:22) “Windows XP Is Still The Most Popular Operating System In The World,” Business Insider, May 2015. https://bloom.bg/2qICJVc
(2:30) “Windows 10 Now Runs On 500 Million Active Devices,” VentureBeat, May 2017. https://bloom.bg/2qICJVc
(2:49) “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017. https://bloom.bg/2qICJVc

Episode 126

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