Adopting a Data Products Approach to ESG
Sunil Soares- CEO/Founder, YDC Pooja Sharma – Data Economics Analyst, YDC ESG is the acronym for Environmental, Social, and (Corporate) Governance. The United States Securities and Exchange Commission (SEC) recently proposed a new rule that would require companies to disclose certain climate-related information including risk, financial metrics, and greenhouse gas emissions in their registration statements […]
A Cross-Industry Inventory of Data Products
Sunil Soares CEO, YDC March 20, 2022 Data products are quite topical these days due to the popularity of so-called data mesh architectures. A data product is an application that uses data to achieve a business objective such as revenue growth, cost reduction, risk mitigation, or cash flow enhancement. The value of a company’s data […]
DMIᵀᴹ Index for Hotels and Resorts
February 25, 2022 Summary Hotels and Resorts companies have a DMI Index in the range of 26.06% to 122.43% with an average of 70.63%. The DMI Index calculation for hotels like Hilton, Marriott, Intercontinental hotels is based exclusively on the data valuation of their respective loyalty customer data and relies on publicly-available data sources only. […]
DMIᵀᴹ Index for Movie Theaters – AMC’s Loyalty Program Looks Like a Hidden Asset
February 25, 2022 Summary Movie Theater companies have a DMIᵀᴹ Index in the range of 0.22% to 25.14% with an average of 8.90%. The DMI Index calculation for AMC Entertainment Holdings, Inc. (AMC), Cinemark Holdings, Inc. (Cinemark) and IMAX Corporation (IMAX) are based exclusively on the valuation of their respective loyalty / customer data and […]
DMIᵀᴹ Index for Interactive Home Entertainment is Driven by Microtransaction and Advertising Data Products
February 20, 2022 Summary The Interactive Home Entertainment industry has a DMIᵀᴹ in the range of 48.15% to 99.96%. The DMI Index is driven by an intense focus on microtransaction and advertising revenue within the industry. A higher DMI Index is generally preferable across companies and industries. By way of reference, internet companies have a […]
DMIᵀᴹ Index for Apparel, Accessories & Luxury Goods
February 14, 2022 Summary Apparel, Accessories & Luxury Goods companies have a DMIᵀᴹ Index in the range of 11.7% to 31.02% with an average of 16.11%. The DMI Index calculation for NIKE, Inc., V.F. Corporation and Adidas is based on a valuation of loyalty and supply chain data. For all other companies, the DMI Index […]
Yum! Brands and McDonald’s can Increase Enterprise Value by $319 million and $1.5 billion respectively
Based on our analysis, Yum! Brands, Inc. (“Yum!”) and McDonald’s Corporation (“McDonald’s”) can grow Enterprise Value by $319 million and $1.5 billion respectively for every 10 percent increase in loyalty program penetration. Obviously, a number of factors will impact these estimates including a more precise calculation of Customer Lifetime Value (CLV), loyalty membership, and the […]
Nike can Unlock $6.0 to $13.5 billion in Enterprise Value with Metaverse-Driven Peloton Acquisition
NIKE, Inc. (“Nike”) has the potential to drive $6.0 to $13.5 billion in enterprise value with a Peloton Interactive, Inc. (“Peloton”) acquisition. These numbers are based solely on the incremental value of metaverse data to Nike. Our estimates would be impacted by a number of factors including data privacy, user adoption of the metaverse and […]
Bose has $1.57 Billion in Potential Untapped Customer and Device Data Value
Bose has approximately $1.57 billion in potential untapped customer and device data value. Companies across industries are establishing loyalty programs to better understand their customers. In addition, Amazon Echo, Google Nest and Sonos are collecting device data from customer homes to tweak their offerings and better serve customers.
DMIᵀᴹ Index for Property and Casualty Insurance
February 2, 2022 Summary The DMIᵀᴹ Index for major Property & Casualty (P&C) insurers is in the range of 69% to 116%. For example, American International Group (AIG) has a DMI Index of 69.31% while Allstate has a DMI Index of 115.71%. A higher DMI Index is generally preferable across companies and industries. By way […]
