9. Head to Head: Nike Vs.Under Armour
Two companies, Nike ($NKE) and Under Armour ($UA), while both providing very similar products are different in other respects: an 80 billion difference in market cap and very different approaches to risk/reward.
In this David and Goliath scenario, we hone in on one key aspect of both companies: their adoption of disruptive technologies like 3D printing, virtual and augmented reality, and biometrics.
We’ll review recent uses cases of how they’re using these technologies, talk about some key themes for each one, and will stack them against each other and use the IoE Score to quantify which company, if any, seems to be ahead in this space.
About Piercing View
Our mission at Piercing View is to provide investors actionable insights of disruptive forces impacting industries by generating in-depth research and analysis to evaluate equity investments. So, how does one isolate the signal from the noise? How does one identify the long-term winners and losers from the impact of these transformational shifts across industries? It is going to be quite a journey, and Piercing View will be at the forefront; capturing, analyzing, scoring, and delivering solid, credible, independent analysis to you, while hopefully making it fun, actionable, and educational.
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