Piercing View produces Investment Theme reports, in addition to the traditional Industry Reports. We group companies into themes that are better suited to be viewed and assessed together. Refer to our Industry POV paper for further details.
Current Theme: Consumer Life/Home
The Theme Report provides a comprehensive view of the IoE scores for companies within an industry or theme.
Companies that are selected to a theme are categorized by score into leaders, at par, and laggards, then are ranked against their peers in the industry. It offers observations about industry leaders performance across the VIEW pillars: Value, Innovation, Engagement and Wave (Momentum). It provides an aggregated perspective on IoE technology and themes relevant to that industry. The information is provided for the current period with the perspective of historical performance, noting improvements or loss of momentum.