Skip to Main Content

BA 355: Principles of Marketing (Serafimova)

Corporate Structure of Companies

0.8 6pm Class

Microsoft (public) Scrindow TV, AI assistant

Apple (public) Ring wearable fitness

Amazon (public) Meal kit subscription service

0.9 8am class

Washmate Washer/Dryer/Folding

Drybar (acquired by Helen of Troy- public) retractable blow dryer

Apple (public) e-bike

Rapha (Manta Sleep private) sleeping mask

Company Financial Data

Example: I need financial data on Apple.

  • Type Apple into the search box and select Apple Inc. (NasdaqGS:AAPL)  EssilorLuxottica Société anonyme (ENXTPA:EL)
  • On the left-hand side, click the links for the income statement and ratios

This search works for Amazon.com, Inc. (NasdaqGS:AMZN)

Example: I need financial data on Microsoft.

  • Type in Microsoft and select Microsoft Corporation (NasdaqGS:MSFT)
  • On the left-hand side, click the links for the income statement and ratios
  • Click the link for Segments to have breakdowns that include "More Personal Computing" which includes the Surface and gaming products

Perform similar searches for Amazon and Apple

Example: I need financial data on Drybar which is owned by Helen of Troy (a public company).

  • Type helen of troy into the box and click search
  • On the left-hand side, click the links for the income statement and ratios
  • Select Helen of Troy Limited (NasdaqGS:HELE)
  • Click the link for Segments and consult the data for Beauty & Wellness

Example: I need sales data for Kind.

  • Register an account with your Pepperdine email address
  • Search for Kind LLC and select the tab for Financials
  • Since the Kind was purchased by Mars Inc, you will also need to consult the Financials for Mars Inc

Statista

You can search for specific companies and brands in Statista for data on your brand or company. 

Example: I need statistics on meal kit delivery services.

  • Type meal kit delivery services and clicks search
  • On the right hand side, filter the content type to Reports
  • Select Meal kits in the U.S. (June 2024)

Example: I need demographics of meal kit users in the U.S.

  • Type meal kits and click search
  • On the right hand side, filter the content to Consumer Insights
  • Select Target audience: Meal kit customers in the United States
  • Additional demographics reports:
    • Wearables: Apple users in the United States
    • Target audience: Smart appliance owners in the United States
    • Target audience: Electric bike (e-bike) owners in the United States
    • United States: TV feature

Example: I need the market size of electric bicycles in the United States

  • Type electric bicycles into the box and click search
  • On the right hand side, go to Content type and filter results to Market Insights
  • Select Electric Bicycles | Mobility and select the United States as the region
  • A similar report is available for Hair Dryers | Consumer

Example: I want statistics relevant to sleep masks.

  • Type sleep masks into the box and click search
  • Charts such as" Leading methods and products used to fall asleep among consumers in the United States as of January 2023"

Example: I need brand KPIs for my company/industry.

  • Click Insights at the top of the screen>select Consumer Insights>Click Enter the Consumer Insights Tool> Change Surveys to Brand KPIs with the pull-down menu
  • Representative industries:
    • E-bikes & pedelecs
    • Wearables
    • Online Grocery & Meal Delivery
    • Washing machines

IBISWorld

IBIS World will assist you with the following aspects of your Marketing Plan:

  • Situation/Market Analysis
  • Competitor Analysis
  • Distribution
  • Financial Evaluation

IBISWorld is a great resource for industry reports on specific industries such as convenience stores, daycare, or custom screen printing.

Example: I am looking for industry reports for meal kits

  • Type meal kits into the box and click search
  • Select the report "Meal Kit Delivery Services in the US"

Additional reports:

  • Wearable Device Manufacturing in the US
  • Audio & Video Equipment Manufacturing in the US
  • Bicycle Manufacturing in the US
  • Major Smart Appliance Manufacturing in the US
  • Vacuum, Fan & Small Household Appliance Manufacturing in the US

Passport

Passport will assist you with the following aspects of your Marketing Plan:

  • Situation/Market Analysis
  • Competitor Analysis (detailed market share)
  • Foreign Entry Potential
  • Distribution

Example: I am looking for information on the market for blow dryers

  • Type personal care appliance us into the box and select Personal Care Appliances in the US

Additional industry Reports:

  • Wearable Electronics in the US
  • Cooking Ingredients and Meals in the US
  • Home Video in the US
  • Home Laundry Appliances in the US
  • Skin care in the US (facial masks?)

Mintel

MIntel will assist you with the following aspects of your Marketing Plan:

  • Consumer Segmentation & Targeting
  • Competitor Analysis
  • Distribution
  • Pricing
  • *Mintel is a great resource for Psychographics*

Relevant Reports:

  • Major Household Appliances - US - 2023
  • Consumers and Screens: TV, Smartphones, Tablets and Computers - US - 2023
  • Smartphones and Wearable Technology – US – 2024
  • Beauty Devices - US - 2023
  • Sleep Health – US – 2024

Simmons (demographic information)

Select Profile at the top of the screen and select Quick Reports

Some of the following demographic categories are available:

  • Meal Kits
  • Television Sets (can filter by costs)
  • Wearable Tech
  • Washer
  • Bicycle
  • Blow Dryer
  • Insomnia

Insider Intelligence (formerly eMarketer)

Example: I want information relevant to drones.

  • Type in drone delivery into the box and click Search
  • The report Robotic and Autonomous Systems, US will give forecasted data on the number of delivery drones

Example: I need information on humanoid robots.

  • Type household robots into the box and clicks search

Market Research Reports (not owned by Pepperdine)

There are market research reports on sleep masks. Pepperdine doesn't have access to the entire report.

You can use the abstracts of the reports for:

  • Market size and forecasted growth: look at several reports and average them out for an estimate. For market size, average the estimates of multiple reports
  • Lists of competitors

Sample Reports:

Investment Reports

Types of information available from Refinitiv:

  • In-depth research reports from companies like Morningstar, UBS, Morgan Stanley, J.P. Morgan, Trefis, RBC, Barclay's, etc. Avoid the reports from BuySellsSignal Research and Minkabu.
  • Environmental Social Governance (ESG) indicators
  • SWOT Analyses
  • Supply Chain (referred to as a "Value Chain"
  • Peer Analysis (available for diversity & inclusion, profitability, fundamental ratios, peer comparison (data like P/E ratios, beta)

Reports on Robots:

  • Tech Trends: Connected Home & Hardware – US – 2024
  • Tesla AI Day: What's the Tesla Bot Really About?
  •  Humanoid Robots (4):-New arena opens door to new players

Reports on delivery drones:

  •  U.S. Autonomous Delivery Vehicle Market Report With Global Overview

Company Profiles, Articles & SWOT Analyses

Example: I want an industry report on drones.

  • Type global drones into the box and click search
  • Access the report "MarketLine Industry Profile: Drones in Global" (published Dec. 2022)

Business Plan Handbook

Sample business plans for valet services are available.