Types of banks
4 banking revenue drivers
- interest on loans
- fixed or variaable fees
- trading commissions
- M&A
- asset management
- transaction fees
- currency exchange
- premiums — credit card APRs
- locker rent
6 banking cost drivers
5 important considerations/trends in banking and financial services
Name the 5 main types of players in retail
6 revenue drivers for retail
7 cost drivers for retail
- COGS
- 3PL (inventory management, trucking)
3.
3 important considerations in retail
4 trends in retail
- omnichannel retail is growing through e-comm development or acquisition
- DTC and ecomm rollups (OpenStore, Thrasio)
CPG revenue drivers
- DTC sales
- sales to distributors/retailers
- shelf placement
- packaging and bundling (i.e costco)
- acquisitions
6 CPG cost drivers
- COGS
- manufacturing / co-packing
- 3PL
- R&D
- trade spend
- marketing
- sales teams
3 CPG considerations and trends
- discounts and promotions have lowered margins (due to pricing pressure)
- increased demand for social / environmentally friendly companies
- in store trial/experience increases DTC
- shift towards private label
Revenue drivers for tech
- ads
- subscriptions
- hardware
- software licenses and SaaS
8 key tech terms
important tech trends
4 revenue drivers for healthcare providers (hospitals, nursing homes)
- per capita disposable income (3%)
- federal funding for medicare and medicaid (3.7%)
- number of adults aged 65+ (2.9%)
4.
Hospitals in the US market size, growth, profit, and profit margin
Hospitals in the US segments
What has decreased private insurance enrollment in the US?
What is contributing to lower ER visits?
state of hopsitals labor situation
Health/Medical insurance US market size, growth, profit, profit margin
$1.1T revenue
4.4% annual growth 2021-2026
$100B profit
8.7% profit margin
US Hospitals key metrics
bed capacity utilization
length of stay
