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Scott Galloway: The Next Facebook

We aren't sure why this video is cutting off for some people. Here is an unlisted re-upload until we can figure it out: Loser: Facebook, which is rapidly being eclipsed by Instagram. Winner or loser? About.com, the failed content farm trying to reinvent itself as a collection of niche sites called Dotdash. Loser: Millennials missing the boat on investing. As many as 80% are not investing in the stock market. Sources (0:23) “Instagram’s Rapid Attack […]

Scott Galloway: Tesla’s Biggest Innovation

Winner or loser? Tesla, which is trading at almost six times revenue. The brand's biggest innovation is not its electric engine, but its proximity to the consumer. Winner: Brands mining data about users' digital behavior to create physical products. Based on data gleaned from their apps, Airbnb just launched a print magazine and transit app Citymapper is launching its own bus service. Winner: Apple, the first company in the US to cross an $800 billion […]

Scott Galloway: Amazon Will Be Broken Up

They're catching up to Netflix with original content, producing more innovative hardware than Apple, and about to lead the biggest consumer sector in the world. Prediction: this company will hit a $1 trillion market cap by 2020. (0:09) “Amazon to Acquire Whole Foods Market,” Amazon, June 2017. (0:39) “Amazon.com Market Cap,” Y Charts, July 2017. (0:45) Yahoo! Finance, June 2016. (0:56) “Supermarkets & Grocery Stores in the US: Market Research Report,” January 2017. (0:56) SelectUSA, […]

Digital IQ Index® – Food 2016

2016 has been a bad year for sugary foods—packaged food sales in the US have registered slow growth as healthier alternatives usurp share. The fastest growing Index brands are snacks positioned around a healthy lifestyle. As these health-oriented upstarts gain share, legacy brands look to mergers and acquisitions to grow earnings in a static market. Meanwhile, digital efforts can differentiate brands looking for growth, online or in-store. While only two percent of the $675 billion […]

L2 Digital IQ Index®: Top Auto Brands in Digital 2017

Declining trade-in values and rising interest rates signal a critical inflection point for the Auto industry. As seven consecutive years of sales growth give way to a saturated market, future winners will focus on consolidating the online shopping experience and enhancing owner services through new connectivity platforms. L2 observed significant year-over-year investment in brand site destinations, increased use of targeting across social media platforms, and the debut of the "third wave" of connected car apps. […]

L2 Digital IQ Index: Top Personal Care Brands in Digital 2017

Since 2011, large consumer packaged goods (CPG) firms have shed $20 billion in share to smaller, independently-owned companies. In 2016 alone, established players' sales declined by 0.5 percent, while smaller upstarts’ revenues grew by 3.1 percent. This trend is being shaped online. On Amazon, established players are being squeezed out by smaller brands, and on Walmart.com, private label brands Equate and Parent’s Choice dominate the retailer’s first-page search results in key categories including Baby Care […]

What Happens in an Internet Minute?

Winner: Walmart, which has taken a page from Amazon's playbook and stepped up its storytelling. Winner: Giphy, the four-year-old GIF search engine with more daily users than Snapchat. Plus everything that happens in an Internet minute. *We screwed up on the YouTube stat and compared hours viewed to videos watched. Our apologies. (0:16) “Walmart U.S. Q2 Comps Grew 1.8% and Walmart U.S. eCommerce GMV Grew 67%, Company Reports Q2 FY18 GAAP EPS of $0.96; Adjusted […]

Buy Now, Bitches*

Scott's Book "The Four" *We screwed up the calculation of Jack Dorsey's shares based on different classes of stock. The correct percentage is closer to 18%. We apologize for the error and will be more diligent in the future. Winner: Square. After a rocky start, the payment company rebounds under Dorsey's leadership. Loser: TV networks continue their descent with fewer 30-second spots and still-unresolved attribution challenges. Winner: Consumers, who already benefit from AI while tech […]

Big Tech’s Perfect Storm

Pre-order Scott's new book, "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google" Available wherever books are sold October 3, 2017 Society treats Apple, Amazon, Facebook, and Google as a universal good. But how do we pay our soldiers, firefighters, and teachers if a firm can ascend to $468 billion in value — fifth in the world — without paying any meaningful corporate taxes? Sources: (0:38) L2 Analysis of Amazon 10Ks and Walmart […]

The Most Overlooked Tech Giant

Scott Galloway’s book "The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google" Winner: Ikea, for buying online gig marketplace TaskRabbit. This makes a lot of sense. Loser: Societies engaging in the gross idolatry of youth. While today's rash of young CEOs are more creative than older peers, they also lack historical context. Winner: Microsoft – the tech company everyone forgot about. Its stock hit an all-time high in September, boosted by savvy cloud […]

Stranger Scotts

Winner: Nvidia. The company has released the first chip powerful enough to be used in the production of autonomous cars, sending its stock shooting up and proving that boring is sexy. Loser: Sheryl Sandberg, who is fast becoming the information age's Sean Spicer by lying on behalf of her boss. Winner: Halloween, on which Americans will spend $9 billion. (0:19) “NVIDIA Just Unveiled A Chip To Power Fully Self-Driving Trucks And Robot Taxis,” Business Insider, […]

Alexa, Do You Dream?

Trust is eroding as a symbol of brand equity. Who's winning in today's market? Brands that play to a sense of New. (0:38) coinmarketcap.com. (0:38) visualcapitalist.com. (0:59) 1010Data. (1:07) “We Are On The Verge Of A Consumer M&A Avalanche,” Techcrunch, November 2016. (1:19) Cadent Consulting Group, 2016. (1:59) Yahoo! Finance. (2:35) BI Intelligence. (3:26) L2 Inc., Data & Targeting Report, 2017. (3:37) US Census, Gartner, Edison Research, Voicebot.ai. (3:44) L2 Amazon Intelligence: Voice, June 2017. […]

Amazon HQ2: The Winner Is…

What does market failure look like? The shitshow circus that is Amazon's HQ2. Watch to find out which city Prof Galloway thinks will win the contest. Source: (4:15): “Take a Tour of Amazon CEO Jeff Bezos’ 5 Giant Homes and Thousands of Acres of Land Across the US,” Business Insider, October 2017. Song: Stevie Nicks & Tom Petty – Stop Draggin' My Heart Around Spotify Playlist Episode 161

L2 Digital IQ Index: Top Watch and Jewelry Brands in Digital 2018

E-commerce is projected to represent a fifth of hard luxury sales by 2025, and watch and jewelry brands are finally getting with the times. In the face of improved digital competency, though, grey market and resale sites continue to threaten sales. Tiffany tops L2’s ninth annual Digital IQ Index: Watches and Jewelry for the third year in a row, demonstrating outsized visibility across paid and organic search on Google. Cartier follows in second, with superior […]

Crypto’s Wild Ride

Scott discusses the future of altcoins and the volatility of the market with NYU Stern finance professor David Yermack. Sources (00:48) Coindesk.com. (01:15) Investopedia. (02:31) Investopedia. (05:35) "Understanding Ethereum (Report)," Coindesk, 2016. (11:12) Coindesk, Coingecko. Episode 167 Song – Chris Record – HODL GANG

L2 Digital IQ Index: Top Auto Brands in Digital 2018

With falling sales and market regulations hampering the progress of direct e-commerce, US auto manufacturers must forge new routes to avoid the market slowdown. Rather than focusing on online sales, automakers are making brand sites into information hubs, optimizing for mobile and streamlining handoff to local dealerships. In L2's Digital IQ Index: Auto, Ford pulls into the top spot for the second year in a row. The brand rides high on the success of its […]

This Industry Is About to Be Disrupted

In seven years, 70% of US consumers will have bought these items online. Plus, watch Scott play "Guess the Price." (0:12) “Total Retail 2016: They Say They Want a Revolution,” United States Fashion Industry Association, August 2016. (0:12) Statista Market Analysis 2015–2016. (0:12) U.S. Census Bureau. (0:21) Kantar World Panel. (0:24) Nielsen Digital Segmentation Survey, 2016. (0:24) “CPG Ecommerce in the U.S.,” eMarketer, October 2016. (0:35) “The Digitally Engaged Food Shopper: Developing Your Omnichannel Collaboration […]

2018’s Fifth Horseman

Amazon, Apple, Facebook, and Google have a combined market value greater than the GDP of France. Which firm has the potential to join them? Sources: (0:09) Yahoo Finance, May 2018. (0:09) “France GDP,” Trading Economics, 2016. (1:35) Yahoo Finance. (1:45) “4 in 10 Spotify Users Pay for Premium,” Statista, May 2018. (1:53) “Spotify Misses On Revenue In First Earnings Report With 170M Users,” TechCrunch, May 2018. (1:59) “Apple Music Hits 48M Subscribers; Should Spotify Worry?” […]

Gartner L2 Digital IQ Index: Top China Luxury Brands in Digital 2018

China’s luxury market continues to boom, showing nearly two-fold growth since 2013, and is expected to make up more than 40 percent of global luxury spending by 2025. Cartier tops the fourth Gartner L2 Digital IQ Index: Luxury China. The jeweler boasts best-in-class presence on WeChat, including sophisticated commerce capabilities on their in-app boutique, and visibility across WeChat Moments with ads featuring brand ambassador Xin Zhilei. The brand also remains one of the most visible […]

Gartner L2 Digital IQ Index: Top Hair Care & Color Brands in Digital 2018

The hair care and color industry is seeing shifting consumer preferences: within hair care, there is an increased emphasis on organic and ingredient-exclusionary products. And within hair color, there is an overall growth in popularity due to increased visibility of vibrant hair color trends, seen across social platforms like Instagram. Brands are responding with digital-facing investments. The sixth annual Gartner L2 Digital IQ Index: Hair Care & Color benchmarks the digital performance of 86 brands. […]

Gartner L2 Digital IQ Index: Top Fashion Brands in Digital 2018

Fashion brands are ramping up digital investments to cater to millennials, who now represent more than half of online fashion shoppers. But brands’ efforts have been inconsistent. In the midst of these incremental improvements, retailers and department stores are spending aggressively on digital ads—posing a serious threat to DTC-focused fashion brands. The ninth annual Gartner L2 Digital IQ Index: Fashion benchmarks the digital competence of 77 Fashion brands operating globally. For more insights, visit L2inc.com.

The Amazon of 1886

The company that taught us how to shop just got killed by the company that taught us how to shop—online. (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, […]

High on Apple and America

Scott digs into Apple’s iPhone margins, Canada’s new cannabis market, and America’s branding crisis. (00:17) Source: L2 Analysis of Forbes and Reuters Data. (01:20) Source: “Manufacturing Costs for iPhone X (64 GB) by Component in 2017 (in U.S. dollars),” IHS, 2017. (02:02) Source: “Canada’s Legal Cannabis Market Will Generate $6.5 Billion by 2020,” Vice Money, May 2018. (02:26) Source: “Canada Nearly Runs Out of Weed After Legalization,” Fortune, October 2018. Song "Owner of a Lonely […]

Gartner L2 Digital IQ Index: Top EU Retail Banking Brands in Digital 2019

Retail banking in the EU has seen considerable changes—fintech disruptor growth, financial product entries by tech companies, and market-wide regulations. Banking providers, in turn, are demonstrating increased investments across consumer sites, social media and search. But will brands be able to keep up with a shifting industry? The inaugural Gartner L2 Digital IQ Index: Retail Banking Europe ranks the digital competence of 82 brands operating in France, Germany, Ireland, Switzerland and the U.K. For more […]

Gartner L2 Digital IQ Index: Top Luxury Brands in China 2019

China's luxury market continues to grow, but its digital ecosystem is challenging for brands as they compete for traffic and engagement. From established social, search, and e-commerce platforms like Weibo, WeChat, Tmall, and Baidu to newer apps like Douyin and RED, how can brands navigate China's complicated digital landscape to reach consumers? The 7th annual Gartner L2 Digital IQ Index: Luxury China benchmarks the digital competence of 86 fashion, watch and jewelry brands. To learn […]