Moneyball Blog
What Starbucks and the Golden State Warriors Have in Common
In the last 15+ years, both outfits have needed to reinvent themselves to chart a path to winning. And not just once, but twice. Their leaders have turned to Moneyball analytics to spark their journey.
2025 Annual Report:
Lululemon, Domino’s, Disney, Starbucks
Our annual ratings of The W-30 Index of companies based on their Value Gap ( Customer expectations minus company performance), revenue growth, and customer willingness to pay (WTP).
2024-Q3 Report:
Southwest, Starbucks
In addition to our quarterly rankings of 30 well-known companies based on competitive strength, we spotlight the turnaround efforts underway at Southwest Airlines and Starbucks.
2024-Q2 Report:
Challengers, Discounters, Premiums, and Standards
Quarterly rankings of the W-30 Index of companies, along with shifting customer expectations over the last 3 years, and trending analysis across multiple business frameworks.
2024-Q1 Report:
Cash App / Square
The W-30 rankings based on competitive strength. We dig into the impact of inflation on pricing power and sales growth.
2024 Annual Report:
Amazon, AMEX, Apple, Boeing, Cash App, Costco, Deere, Delta, Intel, Microsoft, Southwest
Our annual rankings of 30 well-known companies based on competitive strength. New #1 Deere’s “smart, industrial strategy” brought improvement in two key customer areas.
2023-Q3 Report:
Lululemon
Our quarterly rankings of 30 well-known companies based on competitive strength. Lululemon takes over the #1 spot using its emotional appeal.
2023-Q2 Report:
Apple
Our quarterly rankings of 30 well-known companies based on competitive strength. Roku is #1, but Apple rediscovers its superpower.
Apple, Crocs
The Crocs executive team managed its playbook through the pandemic crisis about as good as any company could. Simplicity helps.
Comcast, Disney, Netflix, Roku
In this new streaming ecosystem, which business framework best delivers on consumer expectations? What are consumers willing to pay for?
Toll Brothers, UPS, Waste Management
Which home industry company performs the best according to homeowners? If you only look at their NPS® or raw satisfaction scores, you’d be entirely misled.
Costco, Crocs, Tractor Supply, Zoom
Four companies all growing in very different markets, yet all using one impressive similarity: They think outside the box. Or more accurately, they all created a new box.
Facebook, Tesla, Twitter
Three companies. Two in the same industry. Two with the same CEO. All seek growth in highly visible arenas under much public scrutiny.
Boeing, Chick-fil-A, Intel
Three well-known companies. Three different journeys. Three different trajectories.
Google, Zillow
Most analysts are saying the worst may be yet to come. Our competitive analysis on Zillow differs from “most” analysts though.
Domino’s, Uber Eats
What customers expect from Domino’s is quite different than what they expect from Uber Eats, and those expectations provide a substantial advantage for Domino’s and other food companies that opt to deliver their food direct.
Ford, Tesla
We are going to look at a classic challenge in a highly competitive market, and one that most CEOs struggle with regardless of industry: How to shift customers to a new way of delivering value.
American Express, Zoom
Whether due to amazing product development, adept management, lucky timing, or all of these, the Zoom phenomenon is a huge success . . . until recently as growth has slowed.
Deere
What does an executive team do when its customers no longer want to buy your products?
Facebook, Google, Twitter
Facebook has a user value problem. And until FB executives recognize and confront the problem, the outlook appears dim.