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 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.
Webinar: Data as an Alternative Investment
We have all heard of the 60/40 asset allocation rule. An investor should put 60 percent of their investment portfolio in stocks and 40 percent in bonds. During these days of higher inflation, your investment adviser might recommend that you allocate a portion of your portfolio to other assets such as real estate, gold, or, […]
DMIᵀᴹ Index for Retail
January 14, 2022 Summary The DMI Index for major retailers is in the range of 10% to 36%. For example, Walmart has a DMI Index of 28.54% driven by the valuation of data relating to Walmart+ members, Sam’s Club members, advertising and supply chain visibility. Amazon.com, Inc. has a DMI Index of 10.28%. Amazon is […]
DMIᵀᴹ Index for Casinos & Gaming
January 17, 2022 Summary In 2018, the United States Supreme Court overturned the Professional and Amateur Sports Protection Act (PASPA). The PAPSA decision paved the way for states and territories to legalize, tax and regulate sports betting. Since then, multiple states (New York being the latest) have legalized internet gaming and online sports betting. […]
DMI™ Index for Amazon
January 11, 2022 Summary The DMITM Index for Amazon.com, Inc. is 10.28%. Amazon is part of the Consumer Discretionary sector within the S&P 500 but has a market capitalization approaching $2 trillion. The bulk of Amazon’s DMI Index accrues from subscription revenues (Amazon Prime), advertising-driven user data and product analytics data at Amazon Web Services (AWS). Our […]
DMIᵀᴹ for Automobile Manufacturers
December 15, 2021 Summary Tesla has a YDC Data Monetization Index (DMI) of 8.23% compared to 1.27% for Ford and 1.45% for GM. Tesla’s higher YDC DMI is driven by the valuation of the Full Self-Driving (FSD) dataset, which generates an independent income stream and is also used to improve the quality of the company […]
