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Disrupt yourself to avoid getting disrupted: Large firms struggling with further growth, acquiring smaller innovation drivers with complementary assets isn’t something new. But what is hard, in this context, is to justify the surging valuations and to identify the underlying synergies. When it comes to the High-Tech sector this can quickly become a philosophical question. The big question in the acquisition of Red Hat Inc. by IBM, analyzed in this Deal Logic, is the one concerning the future of cloud computing, especially when it comes to customer approval.
Deal Logic LVMH / Belmond
(2019)
In the recent past, the demand for luxury experiences has grown. An increase in the middle and upper class disposable income, changes in lifestyle patterns, and demand for unique and exotic holiday experiences have been the forefront drivers. The global luxury travel market is expected to garner USD 1.2tr by 2022. Epitomising desirable destinations, luxurious accommodations, convenient transport facilities, and authentic travel experience, the luxury travel market has great future potential to grow and diversify. Customization and personalization gain increasing importance in luxury tourism. Also, the concept of luxury travel changes from opulence to exclusive. Synonymous with luxury, LVMH bets on the future of this market that is increasingly going experiential. Belmond would help it increase its luxury image. It would benefit from a luxury perception with both tangible and experiential products in its portfolio.
In this competitive world, a company has to keep evolving – either by expansion and/or by diversification. Particularly looking at the sporting industry, the former nowadays is a necessity. With a market size of USD 60bn, the global sporting goods market is growing rapidly. Every company in the industry has to be agile to avoid being disrupted. The acquisition of Amer Sports by Anta Sports reflects this line of thought. Founded three decades ago as a low-cost manufacturer for global brands, Anta is now aiming to rival Adidas and Nike with its planned USD 6.3bn takeover.
As a giant in the entertainment space, you have the power to influence not only the kind of content you roll out, but also the mediums on which the content can be offered. With the growing presence of online streaming platforms, the need to make yourself and your content relevant is ever increasing. Under looming concerns of a possible monopoly in the entertainment sector, Disney's purchase of 21st Century Fox has effects on the entertainment industry in the long run. With expectations of downsizing operations and possible large scale lay-offs, the real-world implications of the buyout aren't exactly lighthearted fun.