David Meier and Deidre Woollard discuss the intangibles and Accenture's success in helping businesses advance. Kirsten Guerra and Mary Long explore the potential of Roblox as an investment and growing social phenomenon.
Intangible assets contribute to a company's value and competitive advantage.
Collaborations between brands can benefit both companies by leveraging their respective strengths.
Deep dives
Understanding Intangible Assets
Intangible assets are valuable assets that cannot be physically touched, such as a company's brand or patents. These assets, although intangible, contribute to a company's value and can protect its products or services. Valuing these assets can be challenging, as their importance may not directly translate into sales or cash flow. However, companies often rely on them to establish a competitive advantage and drive their business forward.
Understanding Accenture and Its Services
Accenture is a consulting company that offers a range of services to help businesses solve problems, improve operations, and manage change. They provide strategy and consulting services to help companies assess competition and enter new markets. Accenture also helps companies implement technology to enhance their operations and offers expertise in various industries. With a focus on growth in technology transformation, Accenture's consulting services and capabilities cater to enterprise-size customers with an aim to be a one-stop shop for their consulting needs.
Valuing Brands and the Lessons from Peloton and Lululemon
The value of a brand lies in its ability to deliver an experience and drive customer behavior, which translates into revenue and cash flow. While brand alone does not guarantee a competitive advantage, having the right supporting capabilities can leverage its potential. Companies like Peloton and Lululemon attempted to extend their brands into new markets but faced challenges. Peloton lacked the capabilities in apparel, while Lululemon faced difficulties in the exercise equipment realm. Collaborations like the partnership between Peloton and Lululemon allow each brand to focus on their respective strengths, benefiting both companies. Understanding a company's brand, its supporting capabilities, and its market position are crucial when evaluating investments.
(00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands.
(18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.
Companies discussed: RBLX, ACN, PTON, LULU, KO
Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd