Industry Overview Flashcards
CONSUMER / RETAIL - Subsectors (2)
- Consumer staples
* Consumer discretionary
CONSUMER / RETAIL - Major Players (6)
- Amazon
- Coca-Cola
- Nike
- P&G
- Unilever
- Walmart
CONSUMER / RETAIL - Key Issues (7)
• Consumer preferences; matching supply with demand • Product innovation • Brand and customer loyalty • Supply chain management • Risk of a price war • Risk of cannibalization • Unit-level profitability
CONSUMER / RETAIL - Industry trends (6)
- Shifting consumer preferences
- Omni-channel sales approach
- Dominance of Amazon and e-commerce
- Preference for natural/organic
- Product personalization
- Digital and social media marketing
CONSUMER / RETAIL - Revenue drivers (7)
• Macro-economic health and disposable income • New products • New stores • New customers; existing customers • Average spend per customer • New channels • Pricing power
CONSUMER / RETAIL - Cost drivers (3)
- Input costs (e.g., fabrics, plastic)
- Production
- Marketing
FINANCIAL SERVICES - Subsectors (6)
- Investment Banking & Capital Markets
- Corporate and Commercial Banking
- Custody and Fund Administration
- Asset Management
- Retail Banking
- Insurance
FINANCIAL SERVICES - Major players (7)
- Bank of America
- BlackRock
- Citi
- Fidelity
- Goldman Sachs
- J.P. Morgan
- Wells Fargo
FINANCIAL SERVICES - Key issues (5)
- Margin pressure
- Customer experience
- Compliance
- Globalization
- Balance sheet / leverage
FINANCIAL SERVICES - Industry trends (5)
• Increased regulation, in often disparate forms
globally
• Shifting consumer demographics
• Digital future
• New technologies (e.g., blockchain, A.I.)
• Best and brightest taking jobs outside of
finance
FINANCIAL SERVICES - Revenue drivers (4)
• New customers • New locations • Deepening spend and cross-sell with existing customers • Fee vs. commission based product rates
FINANCIAL SERVICES - Cost drivers (4)
- Infrastructure
- People
- Physical locations
- Borrowing rate
TMT - Subsectors (7)
- Computers
- Internet
- IT Services
- Semiconductors
- Software
- Media
- Telecom
TMT - Major players (9)
- Apple
- AT&T
- Comcast
- Disney
- IBM
- Microsoft
- Netflix
TMT - Key issues (7)
- IP (Intellectual Property)
- Growth / scale of new technologies
- New digital business models
- Cybersecurity
- Customer experience management
- Regulatory environment
- Competitive dynamics
TMT - Industry trends (4)
- Convergence of TMT
- Rapid innovation
- Evolving customer demands
- Prevalence of digital content