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2018-10-22

Digital Winners & Losers: Instagram, Amazon, Nike, Sears (video)

The Amazon of 1886

L2inc.com video above published Oct 18, 2018: Professor Galloway's on his week's Digital Winners & Losers: Facebook's Instagram, and the company that taught us how to shop just got killed by the company that taught us how to shop online, and more.

Some say Instagram shamelessly copied Snapchat’s popular Stories feature, nevertheless, Instagram’s simple design appears to be more appealing to users than Snapchat’s sometimes confusing user interface. Facebook acquired Instagram for $1 billion in 2012, and Instagram recently passed the 1 billion monthly active users mark:

source: statista.com

Sources:

(00:12) Source: Gartner L2 Analysis of CNN, TechCrunch, and Snap Data.

(00:21) Source: “Facebook Will Soon Rely On Instagram For The Majority Of Its Ad Revenue Growth,” Recode, October 2018.

(00:48) Source: “Amazon Raises Minimum Wage to $15 For All US Employees,” CNBC, October 2018.

(01:24) Source: World Inequality Database.

(01:24) Source: Mother Jones, 2016.

(02:00) Source: “Sears Reshaped America, From Kenmore to Allstate,” Wall Street Journal, October 2018.

(02:05) Source: “The Rise and Fall of Sears,” Smithsonian Magazine, July 2017. https://bit.ly/2q0NOCo

(02:34) Source: Macrotrends.

(02:42) Source: “Amazon Takes a Page From Toys ‘R’ Us With a Holiday Catalog,” Bloomberg, July 2018.

(03:14) Source: “With Justin Gallegos Nike Brings Inspiring Dimension To ‘Just Do It’,” Forbes, October 2018.

(03:29) Source: “Justin Gallegos” video.r 2018.

Song: Everybody Wants To Rule The World by Tears For Fears

Transcript (unedited auto-generated):
00:00  a win our Instagram as Facebook
00:04  continues to take gut punches over
00:06  privacy breaches and its aging audience
00:08  the visual platform Instagram remains
00:10  unscathed
00:12  after neutering snapchat and making off
00:14  with its young Instagram is becoming
00:15 Facebook's rising star actually it's
00:18  pretty much already risen and projects
00:20  nine billion dollars in revenue for
00:22  Facebook this year
00:23  flashback Facebook bought in stuff for
00:25  just 1 billion dollars in 2012 and still
00:28  remains probably the best acquisition in
00:30  the history of tech Instagram is now
00:32  responsible for 1/5 of Facebook's
00:35  overall ad revenue and 38% of new ad
00:39  revenue by the end of 2020 Instagram is
00:42  expected to bring home 2/3 of Facebook's
00:45  new ad revenue a winner Amazon and let's
00:49  hope the middle class Amazon has raised
00:51  minimum wage to $15 for all US employees
00:54  and while some employees are complaining
00:57  that without stock awards and certain
00:59  bonuses they're actually making less
01:01  give credit where it's due
01:03  on the whole this is an impressive and a
01:06  smart move as everyone rushes to invest
01:08  in artificial intelligence the real
01:10  gangster move in retail is to invest in
01:13  organic intelligence a hopeful moment
01:16  for the economy and the middle class
01:17  that is largely missed out on the
01:19  incredible productivity gains over the
01:22  last 30 years middle class wages flat
01:24  despite trillions of dollars an
01:26  additional value created almost all of
01:28  it going to the top one or maybe top 10%
01:31  this is not only the right thing to do
01:33  but the smart thing to do is Amazon's
01:34  core asset is access to infinitely cheap
01:37  capital and this forces every other
01:39  competitor to go underwater with a
01:42  smaller tank of oxygen that is access to
01:44  capital and pay their employees the same
01:47  amount but as the labor markets tighten
01:49  this wraps up a key asset their labor
01:52  force and forces everyone else to follow
01:54  rest in peace sears tears for sears our
01:58  worst sears realize anyways iconic
02:00  former largest retailer in america has
02:03  filed for bankruptcy this week Sears
02:05  began as a mail order watch catalog in
02:08  1886 and GU to sell everything from
02:10  bicycles to sewing machine shipping
02:13  catalogs
02:14  nearly every home in the United States
02:16  at the turn of the century Sears taught
02:18  Americans how to shop similar to the way
02:20  Amazon has taught people how to shop
02:21  online millions learned about mail-order
02:23  shipping and return policies through
02:25  their Sears experience the company
02:27  emphasized customer satisfaction above
02:30  all else sound familiar
02:31  since its peak in 2007 Sears has shed 30
02:34  billion dollars in shareholder value and
02:37  200,000 jobs just as Amazon killed
02:39  Borders then opened its own bookstores
02:42  Amazon killed Toys R Us and Sears and is
02:45  mailing out a holiday catalog this
02:47  Christmas I will miss yours as a young
02:49  adult I used to go into the retailer
02:51  find a sales associate and in an
02:53  official sounding voice mutter code for
02:57  and housewares and just see what
02:59  happened and we leave you with a video
03:03  from the brand that probably has the
03:04  most wind at its back right now Nike
03:07  after their genius move endorsing Colin
03:08  Kaepernick helping drive sales and
03:10  increase their stock price Nike is back
03:13  at it they've endorsed 20 year old
03:15  runner Justin Gallegos their first
03:17  professional athlete with cerebral palsy
03:19  so let me preamp some of the comments
03:22  that will claim that this isn't an
03:23  authentic move because it's about
03:24  commercialism and making money the basis
03:27  of capitalism is the notion that as we
03:29  are pursuing economic security for us
03:31  and our families the good things happen
03:34  and this is a very good thing ....

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2018-09-08

Tech Review: 1) Apple $AAPL 9/12 Event; 2) Facebook $FB HQ Expansion

graphic "Tech Review" ©2017 DomainMondo.com

Tech Review (TR 2018-09-08)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Apple $AAPL 9/12 Event, 2)Facebook $FB HQ Expansion, 3) Investing: The Week & Notes, 4)ICYMI Tech News: SpaceX, Tencent, Amazon, China, Starbucks. Nike.

UPDATE LIVE Apple Event September 12 REPLAY -- new iPhones & Watch Series 4

1) New Products Apple Is Expected to Announce September 12

New Products Apple $AAPL Is Expected to Announce on Wednesday Sept 12, 2018, 1:00pm EDT.

$AAPL

2) Inside Facebook's Epic HQ Expansion

In an effort to attract top tech talent, Facebook $FB is spending $1 billion to expand its Menlo Park headquarters. It just opened a new building, called MPK 21, that was designed by architect Frank Gehry and cost about $300 million. The 525,000 square-foot building will house about 3,000 employees and includes a 3.6-acre rooftop garden, a redwood forest in a courtyard and a tiered outdoor amphitheater akin to a botanical garden. CNBC.com video above published Sep 4, 2018.

$FB

2017-04-28

Scott Galloway: Teens as a Forward-Looking Indicator (video)

Scott Galloway: Teens as a Forward-Looking Indicator

Published Apr 27, 2017 by L2inc.com: The best forward-looking indicator for brands? What teens are into this year? Chick-fil-A, Nike, and Snapchat.

Loser: Apple, which convinced 90 million Americans to buy iPhones but can't make them use those phones to pay for products.

Winner: road safety as ride-hailing apps prevent deaths from drunk driving.

Sources:
(0:07) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017. http://bit.ly/2p9LHxv
(0:24) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017.http://bit.ly/2p9LHxv
(0:45) “Number of iPhone Users in the United States from 2012 to 2016 (in Millions),” Statista, 2015. http://bit.ly/2pDB8U6
(0:48) “U.S. iPhone Ownership Reaches All-Time High on Strength of iPhone 7,” comScore, April 2017. http://bit.ly/2pDHcM7
(0:52) “An Inconvenient Apple Pay Truth” PYMNTS.com, April 2017. http://bit.ly/2oZ2mkp
(1:02) “Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks,” The Wall Street Journal, April 2017. http://on.wsj.com/2oB9tT7
(1:14) L2 Analysis of Apple App Store data.
(1:19) “An Inconvenient Apple Pay Truth” PYMNTS.com, April 2017. http://bit.ly/2oZ2mkp
(1:28) “New York City Drunk Driving After Uber,” Jessica Lynn Peck, 2017. http://bit.ly/2oDpK9I
(1:35) “Impaired Driving: Get the Facts,” CDC, 2015. http://bit.ly/2j3EUBH
(1:43) “NONE FOR THE ROAD,” The Economist, January 2017. http://bit.ly/2qcq2oT
(1:52) “Uber Basks in Phenomenal SA Growth,” memeburn, February 2016. http://bit.ly/2p7ZlR4
Music: Say My Name (feat. Zyra) - Hayden James Remix http://bit.ly/1lgAHbQ

YouTube.com auto-generated transcript:
0:02 The best forward-looking indicator for brands?
0:03 What teens are into.
0:05 Teens spend more money on food than anything else,
0:08 including apparel.
0:10 Their favorite restaurant? Chick-fil-A.
0:12 Chick-fil-A? Really?
0:13 Taco Cabana or Cinnabon - that's a real fast food chain.
0:17 Athleisure is still in.
0:19 41% of teens cite an athletic brand
0:21 as their favorite clothing label,
0:23 up from 26% last year.
0:25 And their favorite social platform?
0:27 Snapchat.
0:28 I've been told in our comments, no joke,
0:30 that I look like Ryan Reynolds
0:31 when you sort of flick in and out
0:33 of a filter on Snapchat
0:35 and if you're on meth.
0:40 A loser: Apple.
0:41 The most valuable company in the world
0:43 convinced 90 million Americans to buy iPhones
0:45 but it's struggling to get them to use those iPhones to pay for products.
0:49 Just a third of Americans with Apple Pay-enabled devices have tried the service
0:53 and few ever use it again.
0:54 The number of people who used Apple Pay
0:56 more than once in a month
0:58 peaked in March of 2015.
1:00 Apple blames the poor adoption on retailers.
1:03 Let me get this.
1:04 Your PR executives went to the same graduate school as the executives at Pepsi and United.
1:09 It's your fault, retailers.
1:11 Anyways, only five of the 100 brands in our Specialty Retail study
1:15 accept Apple Pay.
1:16 But the real reason the service hasn't taken off?
1:18 Consumers prefer credit cards.
1:21 A winner?
1:22 Road safety,
1:23 as ride-hailing apps prevent deaths from drunk driving.
1:25 After Uber launched in New York in 2011,
1:28 alcohol-related traffic accidents fell by 25 to 35%.
1:32 Every day 28 people in the US die in alcohol-related crashes,
1:37 which account for a third of traffic-related deaths.
1:40 Uber's arrival could be even more meaningful in South Africa
1:44 where almost two-thirds of road deaths are alcohol-related,
1:48 the highest proportion in the world.
1:49 The company grew faster during its first year in Johannesburg and Cape Town
1:53 than London or San Francisco.
1:56 We leave you this week
1:57 with this stunning visualization of New York City commuter trips
2:00 created by Will Geary
2:02 set to my favorite DJ.

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2017-03-27

Digital Winners: Nike, Experticity; & Losers: ESPN, Social Media Influencers

Scott Galloway: Nike's Billion-Dollar Bargain

Video above published Mar 23, 2017 by L2inc.com: Scott Galloway on last week's digital "winners and losers"--

Loser: ESPN, as subscribers flock to streaming platforms and ad revenue declines.
Winner or Loser? Nike, for its $1 billion deal with Cristiano Ronaldo.
Winner: Salespeople. With influencers losing trust, brands are now recruiting "expert" salespeople to rep their products.
Winner: Students turning to GoFundMe to cover the cost of their college educations.

Domains referenced:
ESPN.com
Nike.com
Experticity.com
GoFundMe.com

Sources:
(0:06) L2 Analysis of Business Insider Data. http://read.bi/2ldrPbO
(0:10) “NFL Signs TV Rights Deals with Fox, NBC, and CBS,” Los Angeles Times, December 2011. http://lat.ms/1mZMeM2
(0:10) “Sports Finance,” Gil Fried, Timothy D. DeSchriver, Michael Mondello. http://amzn.to/2mYomL3
(0:15) "ESPN Is Going to Lay Off a Lot of Familiar Faces," New York Post, March 2017. http://nyp.st/2mbgfLj
(0:15) "Source: Looming ESPN Layoffs Have Sparked ‘Panic of Biblical Proportions’ Among Talent," Sporting News, March 2017. http://bit.ly/2nrW7HI
(0:21) “Mobile ESPN to Launch Nationwide in Best Buy Stores,” ESPN, October 2005. http://es.pn/2o98oh6
(0:36) “Cristiano Ronaldo Generated $500 Million In Value For Nike In 2016,” Forbes, February 2017. http://bit.ly/2mUQ62c
(0:42) “Whether LeBron Has A $1B Deal Or Not, Michael Jordan Is Still The King Of Nike,” Forbes, May 2016. http://bit.ly/2nrWEJm
(0:50) “Ronaldo Beats Messi By 800% When It Comes To Return On Social Media For Their Brands,” Forbes, February 2017. http://bit.ly/2mUT8nb
(1:07) TRACKALYTICS, March 2017. http://bit.ly/2nbC9yA
(1:22) “This Company Makes Influencers Out of Everyday People,” Mashable, February 2017. http://on.mash.to/2nrNZqA
(1:27) crunchbase, March 2017. http://bit.ly/2nVJLoJ
(1:39) “This Company Makes Influencers Out of Everyday People,” Mashable, February 2017. http://on.mash.to/2nrNZqA
(1:56) “Do You Hear That? It Might Be the Growing Sounds of Pocketbooks Snapping Shut and the Chickens Coming Home,” AEIdeas, August 2016. http://bit.ly/2nHvdfr
(2:01) Irrational Exuberance, Robert Shiller. http://amzn.to/2o98DZE
(2:04) “GoFundMe for College,” Brittany Gofundme, February 2017. http://bit.ly/2o9bfXm

YouTube.com auto-generated transcript:
0:02 Loser: ESPN.
0:03 The triple whammy of the loss of 12 million subscribers in the past six years,
0:07 escalating costs for the rights to broadcast live sporting events,
0:10 and declining ad revenue
0:13 led ESPN to announce layoffs last week.
0:16 Consumers are not consuming less content.
0:18 They're consuming it in a different way.
0:20 ESPN made early forays into digital
0:22 but never figured out how to move away from expensive on-air talent contracts
0:27 or its dependency on the outdated business model of squeezing premiums from cable providers.
0:32 Winner or loser? Nike,
0:34 who signed a billion-dollar lifetime endorsement deal
0:36 with the Real Madrid soccer star Cristiano Ronaldo in December.
0:40 Ronaldo joins LeBron James and Michael Jordan as the only athletes to reach this milestone.
0:46 This might actually be a bargain for Nike.
0:50 Ronaldo generated half that fee, or $500 million, in value for the brand
0:54 from his social media channels in 2016.
0:57 Ronaldo published 347 posts that mentioned Nike,
1:01 garnering almost half a billion interactions.
1:04 His 120 million fans on Facebook make him the most popular person on the platform.
1:11 A winner: salespeople.
1:12 With social media influencers facing declining trust,
1:15 companies are investing in the credibility garnered from retail salespeople.
1:18 Experticity - what a stupid name - which operates an exclusive social network of more than a million retail experts
1:26 has raised $30 million in venture capital.
1:28 Buy some common sense with that money. Experticity?
1:32 In exchange for listening to brand pitches, salespeople get discounts and exclusive access to products.
1:37 750 brands have signed on,
1:39 including The North Face, Adidas, Nickelodeon, and most recently Reebok
1:44 which is using Experticity to promote a new shoe to serious runners.
1:48 A winner: students.
1:50 Yeah, beer, unprotected sex and football games.
1:52 Tell me something I don't know.
1:54 With tuition rising faster than inflation
1:56 and the average college student facing $37,000 in debt,
2:00 students are turning to online fundraising site GoFundMe to help cover the cost.
2:05 Over the past three years,
2:06 more than 130,000 GoFundMe campaigns for college tuition expenses
2:12 have raised $60 million from 850,000 donations.
2:16 Some notable campaigns: E-Jayy's Compton to Harvard campaign raised $21,000
2:21 and Baltimore native Khalil Bridges' campaign to attend community college

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2017-03-21

Digital Winners (Nike, Adidas, Pizza brands) & Loser (Google)

Digital Winners & Losers

Video above published Mar 16, 2017, by L2inc.com: NYU Stern marketing professor Scott Galloway on digital winners & losers:

Winners: Nike and Adidas, whose sneaker apps indicate that they've mastered the art of creating scarcity in a digital age.

Winners: Pizza brands, which are - believe it or not - at the forefront of digital innovation.

Loser: Google, whose convenient Featured Snippets tool provides some disquieting answers.

Dominos stock $DPZ vs Google (Alphabet) stock $GOOG $GOOGL (source: video above)

Domains: Nike.com; Adidas.com; Dominos.com; Google.com

Sources:
(0:30) AppAnnie, March 2017. http://bit.ly/2n3ztVS
(0:39) “Reservations For Black Yeezy Boost 350s Close In 22 Minutes,” Footwear News, February 2016. http://bit.ly/2nwpK8m
(0:53) “Introducing Pizza Hut PIE TOPS,” YouTube, March 2017. http://bit.ly/2myOmyZ
(1:14) L2 Analysis of Google Finance.
(1:25) “Google SERP Feature Graph,” Moz, March 2017. http://bit.ly/1NTIu9f

YouTube.com auto-generated transcript:
0:02 Winners: Nike and Adidas, which have mastered the art of manufacturing scarcity in a digital age.
0:07 Both brands use their apps to release sneakers in limited batches, generating hype
0:12 as sneaker fans compete to press the Buy button.
0:15 Scarcity is key to irrational decisions and inflated prices.
0:19 There's a reason that Hermès limits the production of Birkin bags
0:23 and does not distribute them through Walmart.
0:26 When Nike released a new model of Air Jordans last month,
0:28 the SNKRS app jumped to the tenth most popular shopping app in the App Store.
0:33 Adidas sold out of the original black Yeezy Boost in just 22 minutes.
0:38 The results of these scarcity tactics:
0:40 search returns include hack, jig and bot
0:44 and YouTube videos on how to game the apps.
0:47 What category is at the forefront of digital innovation?
0:50 Pizza.
0:51 Pizza Hut just launched smart sneakers that sync with your phone via Bluetooth
0:55 and automatically order a large two-topping pizza
0:58 every time you press a button on the tongue of the shoe.
1:02 And Domino's now offers a wedding registry.
1:04 My guess is the same couple has ammo on the registry.
1:08 We previously discussed pizza brands
1:09 being the agents of digital disruption
1:11 and that continues to hold true.
1:13 Domino's stock is outperforming Google's.
1:16 A loser: Featured Snippets.
1:18 The answers Google returns at the top of the search results page
1:21 account for 15% of queries on Google.
1:25 The snippet algorithm uses third-party sources to generate its answers
1:29 and in recent weeks those sources have been off-color,
1:32 and more importantly, total bullshit.
1:35 We stated in a previous Winners and Losers that every time someone typed a query into Google,
1:39 it got three-billionths of a percentage better.
1:42 What is Google?
1:44 Google is not a search engine. Google is an atheist's god.
1:47 By the way, I'm an atheist, which means
1:48 I believe in one less god than most of you.
1:51 Where do we pray? Where do we send information,
1:54 hope that there's divine intervention
1:55 and get a better answer back?
1:57 Our new god, Google.
1:59 Voice-based technologies are taking over the world.
2:03 Alexa, who is Scott Galloway?
2:09 Scott Robert Galloway is an Australian professional football player
2:12 who plays as a fullback for Central Coast Mariners
2:15 in the A-league.
2:17 Really? I hope he blows a knee.
2:21 We'll see you next week.

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2016-12-02

Scott Galloway on Facebook's Roadkill: Snapchat? (video)

Scott Galloway on Facebook's Roadkill:

Video above published by L2inc.com on Dec 1, 2016: NYU Stern marketing professor Scott Galloway presents the week's biggest winners and losers in digital:

Loser: Nike. Google searches for "Nike jobs" pale in comparison to Amazon, Facebook, and Google, illustrating how recruitment in the workplace has shifted towards digitally native companies.

Loser: Snapchat, which Facebook is essentially cloning with a new camera-first interface.

Loser: Pollsters. Amazon's bestsellers list captures American feelings about the presidential election better than any surveys.

Auto-generated transcript via YouTube.com:

0:02 A loser: Nike - and to be fair, all the old hot jobs of yesterday.
0:07 Google searches for "Nike jobs" pale in comparison to Amazon, Facebook and Google,
0:11illustrating how recruitment and retention in the workplace has shifted toward digitally native companies.
0:17 Our research reveals that talented digital employees at major agencies are defecting to tech companies.
0:23 Facebook and Google currently employ over 2,000 individuals who previously worked at WPP,
0:28 while WPP has only attracted 124 former Facebook or Google employees.
0:35 Most of them are student ambassadors or interns.
0:38 In sum, these are the people that interned at Google and didn't get jobs.
0:42 It takes approximately 60 WPP employees to do $10 million in business, versus only eight at Google -
0:49 allowing the tech company to treat its employees much better.
0:53 A loser: Snapchat, which Facebook is essentially cloning with a new camera-first interface design currently being tested in Ireland.
1:01 I'm convinced that Facebook is just going to release a product called Snapchat.
1:04 During Facebook's quarterly earnings call, Zuckerberg explained that Facebook now sees the camera as the future of how people share and communicate.
1:12 Sound familiar?
1:14 "We believe a camera will be the main way that we share."
1:17 "Snapchat is a camera company. It's not a social company. It's a camera company."
1:22 Facebook has already borrowed Snapchat's good ideas six or seven times.
1:26 We stand by our prediction. Snapchat will lose value in 2017 at the hands of the most agile, impressive company in the world: Facebook.
1:36 Losers: pollsters.
1:38 It's as if pollsters and my marketing colleagues didn't get the memo that in a digital age surveys are obsolete, as you can measure everything.
1:45 Just look at Amazon.
1:46 These were the top 10 best-selling items on the platform after the results were announced.
1:51 Three of them are Trump T-shirts and hats.
1:54 However, two are passport holders. They earned spots on the retailer's Movers and Shakers list.
2:00 Let's be honest: the events of two weeks ago were deeply disturbing.
2:04 I'm of course referring to episode 5 of Westworld: Contrapasso.
2:08 We get it. The robots have a memory and they're about to go gangster.
2:11 Get on with it.
2:13 You know what that show needs? Yul Brynner.
2:16 What makes a badass? Your name - Yul.
2:20 My 11th son by my sixth wife I am going to name Yul.
2:24 I'm going to get off Exit 71 in Long Island, take him to the Ronkonkoma forest, hold him to the sky and pronounce to the gods:
2:31 Accept this wonderful male progeny
2:34 with his elegant feet and majestic penis.
2:38 His name is Yul.
2:41 Too much?...

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2016-11-17

Traditional Retailers Are Losers, The Retail Winner Is Amazon (video)

Brands Shift, Amazon Lifts:

Loser: Traditional retail. Macy's is closing 100 stores, and fashion brands like Coach and Michael Kors are pulling products from department stores in an effort to burnish their aspirational image. Meanwhile, Amazon's apparel business is taking off. See also Amazon Eats the Department Store | Bloomberg.com.
Winner: Weibo. After being left for dead with the rise of WeChat, the platform is making a comeback on the strength of livestreaming and video.
Winner: The New York Times, whose infographics team raises the bar for all of us in the data and storytelling business. @UpshotNYT and @nytgraphics

Domains of referenced brands:

macys.com
coach.com
michaelkors.com
amazon.com
weibo.com
wechat.com
nytimes.com

Scott Galloway is a NYU Stern Marketing Professor. Video above originally published August 25, 2016, by L2inc.com. Song credit: CapnDesDes

Transcript via YouTube:
0:02 A loser: traditional retail.
0:03 With most major department stores' stock prices in free fall, Macy's decided to close 100 stores.
0:09 The market responded, sending the stock up 17%.
0:13 How many stores would need to close to bring back pre-recession sales per square foot at different retailers?
0:18 Nordstrom would need to shutter 25%, JCPenney 30%, and Sears 40%.
0:26 (I think Sears needs to close 100% of their stores.)
0:28 The real winner here?
0:30 Amazon, whose apparel business is taking off.
0:33 As stores close, brands are reacting.
0:36 Coach is pulling its bags from 250 low-volume department stores to restore its association with luxury.
0:43 The biggest challenge, from Nike to Samsung and Rolex:
0:49 if you want to maintain an aspirational brand position, you've got to control more of your distribution.
0:54 Branding is moving toward the consumer.
0:56 Winner: Weibo [weibo.com].
0:58 After being left for dead with the rise of WeChat, the platform is making a comeback
1:01 on the strength of livestreaming and short form video - features not integrated directly into competitor WeChat.
1:07 Weibo's net income in Q2 rose 516% and daily users increased 36% year-on-year to 126 million.
1:16 Weibo has surpassed Twitter in both growth and mobile users.
1:20 When L'Oréal used the platform to promote a livestream of brand ambassador Li Yuchun attending the Cannes Film Festival,
1:26 the lip balm she mentioned sold out in just four hours.
1:31 A winner: The New York Times.
1:32 A well-deserved shout-out to the NYT infographics team.
1:35 The combination of data and insight that these visualizations provide readers sets the Times apart
1:41 and raises the bar for all of us in the data and storytelling business ....

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