Winners & Losers December 17, 2014

Winners & Losers: Linkedin, OTAs, Burberry, Grumpy Cat



Scott Galloway names Linkedin an overlooked winner due to its skyrocketing user-base and revenue. In fact, 24% of brands tracked by L2 advertise on Linkedin whereas just 23% advertise on Twitter. Look for LinkedIn stock continue its growth throughout 2015.

Korea is a winner because of outsized influence on societal and consumer trends in Asia. Early broadband initiatives have made Korea’s residents one of the most digitally savvy, and Seoul is hub of luxury sales. All reasons for brands to move headquarters and resources to Seoul in the next few years.

Once disruptors, Online Travel Agencies (OTAs) are losing to another disruptor: Airbnb. Small hotels are opting to list on Airbnb in exchange for 3% of their booking revenue, which is a steal compared to the upwards of 25% of gross revenue grabbed by OTAs.

Two big winners from the sixth annual Digital IQ Index: Fashion are Coach and Gucci; Gucci with consistent marketing collateral and extensive digital advertising; Coach brings its consumers the first true omnichannel experience with the ability to see SKU level in-store inventory on mobile and desktop sites.

Burberry lost its top spot in L2’s Digital IQ Index: Fashion, released this week. A reigning Genius who topped the Index for three consecutive years, Burberry’s rank dropped to sixth place due to aging site infrastructure that handicap mobile checkout and product pages.

But biggest winner this week was Grumpy Cat, who earns more than Giselle Bündchen, Neymar, Tom Brady, Rafael Nadal, and Tom Cruise.

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