The dominant e-commerce platform in the US, capturing nearly 40% of all online shopping. Prime membership (200M+ subscribers) makes Amazon the default starting point for purchasing decisions. Also growing in advertising and grocery.
The world's largest home improvement retailer. Benefited enormously from pandemic-era home renovation and continues to serve the housing market. Has the most loyal customer base in retail — pros who rely on it for every project.
Operates the world's most valuable restaurant brand. Franchises 95% of its locations, collecting rent and royalties rather than running restaurants. This asset-light model generates extraordinary margins and consistent dividends.
The world's largest athletic apparel brand by a wide margin. Its brand commands pricing power that competitors cannot replicate. Shifting aggressively to direct-to-consumer (own stores and website) to capture more margin.
Operates 36,000+ cafés worldwide and runs one of the most successful loyalty programmes ever. Its Rewards app is effectively a prepaid financial product — customers load money onto it before spending. A global premium consumer brand.
Linked to Athleisure & Wellness and Premium Consumer Spending. Competes with Nike and Under Armour.
Linked to Travel & Hospitality. Relies on Google and Meta. Competes with Booking Holdings and Airbnb.
Linked to Travel & Tourism and Hospitality. Relies on Booking Holdings and Expedia. Competes with Hilton and IHG Hotels.
Linked to Travel & Tourism and Hospitality. Relies on Booking Holdings and Expedia. Competes with Marriott and IHG Hotels.
Linked to Live Entertainment and Experience Economy. Relies on Spotify and Apple. Competes with Churchill Downs and MSG Sports.
Linked to Off-Price Retail and Value Retail. Relies on Nike and PVH Corp. Competes with Ross Stores and Burlington Coat Factory.
Linked to Off-Price Retail and Value Retail. Relies on Nike. Competes with TJX Companies and Burlington Coat Factory.
Linked to Value Retail. Relies on Procter & Gamble and Kraft Heinz. Competes with Dollar Tree and Walmart.
Linked to Casual & Comfort Footwear. Competes with Nike and Deckers (UGG/HOKA).
Linked to Gaming & Casinos and Luxury Travel. Relies on VICI Properties. Competes with MGM Resorts and Las Vegas Sands.
Linked to Gaming & Casinos. Relies on VICI Properties. Competes with Wynn Resorts and Las Vegas Sands.
Linked to Gaming & Casinos. Relies on Netflix and Amazon. Competes with MGM (BetMGM) and FanDuel (Flutter).
Linked to Travel & Tourism. Relies on Boeing, Airbus and GE Vernova. Competes with United Airlines and American Airlines.
Linked to Travel & Tourism. Relies on Boeing and Airbus. Competes with Delta Air Lines and American Airlines.
Linked to Athleisure and Premium Footwear. Competes with Nike and Lululemon.
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