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10 of Our Current Favorite Visuals
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In this article, we present ten of our current favorite visuals highlighting key business insights and transformations. From the giants in digital advertising to the incredible rise of HOKA under Deckers Brands, and the global expansion of Starbucks, our highly appraised visuals offer a comprehensive look at these and several other fascinating narratives.
Where is advertising spend going?
Below, we compare the 3-year growth CAGRs and the insane scale of advertising revenue streams from Google, Meta, and Amazon. What's particularly noteworthy, and not often discussed, is that Amazon's advertising segment generates more EBIT than AWS when a 64% EBIT margin is applied, which should be achievable for that segment according to several analysts. It also grows faster than AWS.
The growth engine in Deckers Brands' shoe empire
Deckers Brands bought HOKA in 2012 for ~$1.1 million. A decade later, the company has grown HOKA's revenue from less than $3M to over $1.4B (FY23). That's close to a 500x increase (!). Is HOKA one of the most impressive consumer product acquisitions of all time?
Pernod Ricard's most notable acquisitions
Pernod Ricard owns one of the largest wine and spirits brand portfolios in the world, including names like Absolut Vodka, Perrier-Jouët, and Beefeater. Here are Pernod Ricard's most notable acquisitions over the last four decades:
Starbucks' store growth since inception
Inspired by the vibrant espresso culture in Milan, Howard Schultz envisioned Starbucks as a community-centered coffeehouse. When the original founders resisted his idea, Schultz left in 1985 to launch his own coffee chain, Il Giornale. He then returned in 1987 to buy Starbucks for $3.8 million with help from Bill Gates Sr. Schultz's vision and leadership then drove Starbucks to global dominance, now with over 38,000 stores worldwide.
Since 2005, Texas Roadhouse has grown its EPS 10x
Texas Roadhouse is one of those seemingly "boring" yet incredible businesses. The company went public two decades ago, and the stock has since returned 15x (plus dividends!).
Texas Roadhouse ended its first year as a public company with 221 restaurants, $459M in revenue, and an EPS of $0.46. Today, the company operates over 750 restaurants, generates more than $4.6B in revenue, and has grown its EPS tenfold.
The Power of Scarcity
When your business is built on scarcity and desirability, less is more. In 2023, Volvo Cars sold ~52 times as many cars as Ferrari; 709K vs. 13.7K units. Looking at revenue, Volvo Cars generated €35.3B, which is ~6x more than Ferrari's €6B. Interestingly enough, despite the company's scale, Volvo Cars "only" generated €1.8B in EBIT (5%), compared to Ferrari's €1.6B (27%).
Key chip suppliers for Apple's iPhone 15
This infographic breaks down the key chip suppliers for Apple's iPhone 15 Pro, most of which are publicly traded. When looking at an iPhone, we often think of it as purely an Apple product. However, peeking inside reveals chip companies from around the globe working together. Although these 10+ companies are highly important, there are literally hundreds of other companies involved behind the scenes – many of which are just as, or even more, crucial.
Some notable names include TSMC, which manufactures all of the advanced chips shown below, including Apple's own processor, and semiconductor manufacturing equipment giants such as ASML, ASM, and KLA.
Visualizing the rapid rise of NVIDIA
This week, NVIDIA overtook Microsoft as the largest company in the world by market cap for the first time. Visualizing the rapid rise of NVIDIA:
Have you ever wondered what public companies are involved in the aluminum can value chain?
In this infographic, we illustrate the key players in each part of the chain – all the way from raw materials to recycling. The lifecycle of a Coca-Cola can:
Did you know that ASML was spun off from Philips?
Thinking about the fact that Philips has spun off both ASML and NXP Semiconductors blows our minds every time. Today's ASML market cap alone equals roughly 14x(!) that of its former parent company:
Ending Thoughts
We hope you enjoyed what we currently think are ten of our best visuals, each offering a unique glimpse into the dynamic world of business and industry transformations. From the giants in digital advertising to the rapid rise of HOKA and the global expansion of Starbucks, these visuals encapsulate some of the most compelling narratives in the corporate world today.
We are incredibly thankful for your continuous support and engagement with our content. Your interest and feedback drive us to keep exploring, analyzing, and visualizing these fascinating stories. Stay tuned for much more to come.
Do you have an idea for something we should visualize? Contact haris@quartr.com