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Innovation leaders 2017 analysis summary lr

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The Innovation Leaders for 2016/17 - Those organisations across 25 sectors that are making the most of their innovation activities and driving growth. This is the latest results from a 15 year research programme that looks at the top 1500 companies across 25 sectors and profiles the leader in each one.

As a core part of the research, Innovation Leaders tracks the link between innovation and share price growth. Year after year, the companies identified as being the most effective innovators outperform their peers and the market. Over the last 15 years average return of the Innovation Leaders portfolio has been 14.5% CAGR. In 2016, growth was 18.9% again significantly higher than the S&P500, NASDAQ and FTSE 100.

This year’s Innovation Leaders Index includes a number of consistent performers from previous years such as Amazon, Apple, Inditex, LEGO and Reckitt Benckiser as well as more recent entrants including Accenture, Boston Scientific, Delta Air Lines and Nvidia.

For more information see www.innovationleaders.org or contact research@innovationleaders.org or @innovationldrs on twitter

Veröffentlicht in: Business
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Innovation leaders 2017 analysis summary lr

  1. 1. WWW.INNOVATIONLEADERS.ORG 2016/17  Analysis  Summary   Insights  from  the  Leaders   February  2017  
  2. 2. WWW.INNOVATIONLEADERS.ORG Background  Context  
  3. 3. WWW.INNOVATIONLEADERS.ORG Contents   §  Summary   §  3  Key  Trends   §  2016/17  InnovaDon  Leaders   §  Background  Context   §  The  InnovaDon  Leaders  Analysis   §  Modeling  InnovaDon  Leaders  Performance   §  More  InformaDon  
  4. 4. WWW.INNOVATIONLEADERS.ORG Summary  
  5. 5. WWW.INNOVATIONLEADERS.ORG InnovaDon  Leaders  idenDfies  the  companies  that  achieve  the     most  from  their  innovaDon  acDviDes  to  deliver  sustained  growth     §  16th  year  of  research   §  Analysis  across  25  sectors   §  Global  view  of  >1500  firms   §  Profiles  the  leaders:     §  High  impact  results   §  Most  effecDve  innovators   §  Also  outperforms  the  market   §  14.5%  CAGR  since  2002  
  6. 6. WWW.INNOVATIONLEADERS.ORG Three  Key  Trends  
  7. 7. WWW.INNOVATIONLEADERS.ORG Across  the  leaders  for  2016/17  we  can  see  three  notable  trends     US  Dominance   §  20  of  the  25  leaders  are  US  based  organisaDons     §  This  is  the  highest  single  country  concentraDon  since  the  research  began   §  European  presence,  down  50%,  should  be  raising  some  hard  quesDons       Partnerships  at  the  Fore   §  CollaboraDon  has  been  a  key  component  for  some  sectors  for  some  Dme     §  Today  it  is  increasingly  influenDal  across  the  board   §  Delivering  high  impact  change  requires  new  alliances       Big  Bets   §  Radical  approaches  are  core  to  several  organisaDons’  growth  strategies     §  Alphabet,  Amazon,  Apple,  Tesla  being  joined  by  Bank  of  America,  LEGO,  Nvidia   §  More  established  companies  making  major  future  growth  investment  bets    
  8. 8. WWW.INNOVATIONLEADERS.ORG The  2016/17  InnovaDon  Leaders  
  9. 9. WWW.INNOVATIONLEADERS.ORG WWW.INNOVATIONLEADERS.ORG Across  the  25  sectors  assessed,  the  current  innova;on  leaders  are   clear  and  show  how  best  in  class  innova;on  prac;ce  is  evolving  
  10. 10. WWW.INNOVATIONLEADERS.ORG Accenture      Linking  digital  and  management          consul;ng  to  drive  client  innova;on   2016  KEY  DATA     35%  Net  Income  Growth       6%  Revenue  Growth     289  US  Patents  
  11. 11. WWW.INNOVATIONLEADERS.ORG Adidas      Partnership  and  brand-­‐led  innova;on        across  the  whole  product  porPolio     2016  KEY  DATA     48%  Gross  Margin       80%  Sales  -­‐  New  Products     €150m  R&D  investment  
  12. 12. WWW.INNOVATIONLEADERS.ORG Adobe      Leading  the  digital  evolu;on  across          graphics  and  desktop  publishing     2016  KEY  DATA     22%  Revenue  Growth     $976m  R&D  Investment     356  US  Patents  
  13. 13. WWW.INNOVATIONLEADERS.ORG Alphabet    Using  significant,  rising  Google  income          to  place  many  big,  bold  bets   2016  KEY  DATA     20.3%  Revenue  Growth       19%  Net  Income  Growth       3389  US  Patents  
  14. 14. WWW.INNOVATIONLEADERS.ORG Amazon    Successful  expansion  from  retail  to  cloud        services  extending  into  AI  and  autonomy   2016  KEY  DATA     27.1%  Revenue  Growth       298%  Net  Income  Growth       1696  US  Patents  
  15. 15. WWW.INNOVATIONLEADERS.ORG Apple      World’s  most  valuable  company  is  refilling        its  pipeline  across  a  widening  porPolio     2016  KEY  DATA     $10.0bn  R&D  Investment     2535  US  Patents     215m  iPhone  sales  
  16. 16. WWW.INNOVATIONLEADERS.ORG Bank  of  America  Proac;ve  posi;oning  on  fin-­‐tech  and        block-­‐chain  inspiring  sector  disrup;on     2016  KEY  DATA     13%  Income  Growth     289  US  Patents     $2.2tn.  Assets  
  17. 17. WWW.INNOVATIONLEADERS.ORG Boeing      Matching  commercial  performance          with  advances  in  defence  and  space   2016  KEY  DATA     $4.6bn  R&D  Investment     1051  US  Patents     5.2%  Net  Profit  Margin  
  18. 18. WWW.INNOVATIONLEADERS.ORG Boston  Scien;fic  Growing  influence  across  medical  devices        via  partnerships  and  niche  market  focus   2016  KEY  DATA     $920m  R&D  Investment     492  US  Patents     12.2%  Revenue  Growth  
  19. 19. WWW.INNOVATIONLEADERS.ORG Cisco      Driving  growing  IoT    based  transforma;on          across  the  connected  economy   2016  KEY  DATA     $6.3bn  R&D  Investment     990  US  Patents     20%  Net  Income  Growth  
  20. 20. WWW.INNOVATIONLEADERS.ORG Delta  Air  Lines    Matching  new  seat  innova;on  with  more        process  and  experience  partnerships     2016  KEY  DATA     $4.4bn  Net  Income     318  Des;na;ons     4,804  Flights  per  day  
  21. 21. WWW.INNOVATIONLEADERS.ORG Dow  Chemical    Pervasive  front-­‐runner  and  driving  force        developing  a  more  sustainable  industry     2016  KEY  DATA     545  US  Patents     $1.6bn.  R&D  Investment     103%  Net  Income  Growth  
  22. 22. WWW.INNOVATIONLEADERS.ORG FedEx      World’s  largest  fleet  adop;ng  greener        fuels  and  compe;ng  on  autonomy   2016  KEY  DATA     6.1%  Revenue  Growth     73%  Net  Income  Growth     12m  Daily  shipments    
  23. 23. WWW.INNOVATIONLEADERS.ORG First  Solar    Pushing  integrated  system  adop;on  in  a          fast-­‐growing  but  highly  compe;;ve  sector   2016  KEY  DATA     $131m  R&D  Investment     49  US  Patents     38%  Net  Income  Growth  
  24. 24. WWW.INNOVATIONLEADERS.ORG Humana    Advancing  digital  healthcare  to  increase        engagement  and  reduce  costs   2016  KEY  DATA     12%  Revenue  Growth     11%  Net  Income  Growth     Growing  Patent  PorPolio  
  25. 25. WWW.INNOVATIONLEADERS.ORG Inditex      Sustained  innova;on  op;mising          global  mul;-­‐brand,  fast  fashion   2016  KEY  DATA     11%  CAGR  Revenue     9%  EBIT  Growth     250  Store  Openings  
  26. 26. WWW.INNOVATIONLEADERS.ORG KT  Corpora;on  Deep  collabora;on  driving  adop;on  of          next  genera;on  technology  plaPorms   2016  KEY  DATA     184bn  KRW  R&D  Spend     553bn  KRW  Net  Income     108  US  Patents  
  27. 27. WWW.INNOVATIONLEADERS.ORG LEGO      World’s  most  valuable  brand  exploring          and  delivering  the  future  of  play     2016  KEY  DATA     25.2%  Revenue  Growth     31%  Net  Income  Growth     109  Net  Promoter  Score    
  28. 28. WWW.INNOVATIONLEADERS.ORG Lilly      Strong  pivot  to  cancer  and  Alzheimer’s        bearing  fruit  alongside  the  tradi;onal  core     2016  KEY  DATA     $5.2bn  R&D  Investment     44  US  Patents     8.9%  Revenue  Growth   from  New  Products  
  29. 29. WWW.INNOVATIONLEADERS.ORG Marrioe      Major  hotel  firm  embracing  innova;on  as        source  of  guest  experience  differen;a;on     2016  KEY  DATA     Opened  55,000  Rooms     5.0%  Revenue  Growth       14%  Net  Income  Growth  
  30. 30. WWW.INNOVATIONLEADERS.ORG Nvidia      High-­‐impact  expansion  from  processors          for  gaming  into  automo;ve  and  AI   2016  KEY  DATA     353  US  Patents     $1.3bn  R&D  Investment     7.0%  Revenue  Growth  
  31. 31. WWW.INNOVATIONLEADERS.ORG PepsiCo    Sustaining  “performance  with  purpose”  to        improve  resource  use  and  product  health   2016  KEY  DATA     9%  Growth  New  Products     $654m  R&D  Investment     16.3%  Fall  in  Net  Income  
  32. 32. WWW.INNOVATIONLEADERS.ORG Reckie  Benckiser  Non-­‐stop  incremental  innovator  growing        globally  as  consumer  health  powerhouse   2016  KEY  DATA     11.1%  Revenue  Growth     60.9%  Gross  Margin     5.1%  Net  Income  Growth  
  33. 33. WWW.INNOVATIONLEADERS.ORG Tesla      The  catalyst  for  change  across  the          automo;ve  industry  and  beyond   2016  KEY  DATA     $214m  R&D  Investment     81%  Revenue  Growth     373,000  Preorders  for   Model  3  
  34. 34. WWW.INNOVATIONLEADERS.ORG Xerox      Industry  pioneer,  regaining  leadership        through  focus  on  analy;cs  /  automa;on   2016  KEY  DATA     $476m  R&D  Investment     1227  US  patents     27.4%  Fall  in  Net  Income  
  35. 35. WWW.INNOVATIONLEADERS.ORG Background  Context  
  36. 36. WWW.INNOVATIONLEADERS.ORG Back  in  1999,  exploring  growth  strategies  in  pharma,  we  wanted   to  know  who  were  the  most  effecDve  innovators?   1.  “If  we  are  going  to  gain  more  more  from  organic  growth  then  which  companies   that  are  delivering  sustained  growth  are  the  most  effecDve  innovators  to  learn   from?”     2.  “How  best  should  we  measure  innovaDon  performance?”     Company   InnovaDon   CapabiliDes   InnovaDon  Input   InnovaDon  Output   e.g.  $  R&D  Spend   e.g.  #  Patents  
  37. 37. WWW.INNOVATIONLEADERS.ORG But  if  we  wanted  to  know  who  is  the  most  effecDve  innovator   then  we  had  to  understand  key  raDos  of  output  to  input   Company   InnovaDon   CapabiliDes   InnovaDon  Input   InnovaDon  Output   InnovaDon  Input   InnovaDon  Output  
  38. 38. WWW.INNOVATIONLEADERS.ORG The  InnovaDon  Leaders  Analysis  
  39. 39. WWW.INNOVATIONLEADERS.ORG For  the  past  15  years  we  have  been  idenDfying  and  profiling     the  worlds  most  innovaDve  companies  across  25  sectors   This  published  analysis  has  consistently  idenDfied  organisaDons  that  subsequently  deliver  higher  organic  growth  
  40. 40. WWW.INNOVATIONLEADERS.ORG Most  now  recognize  that  innovaDon  can  both  take  many     different  forms  and  result  in  a  wide  range  of  varied  impacts   Product Innovation Technological Innovation Service Innovation Process Innovation Business Model Innovation Many are looking for a correlation between effective innovation capability and sustained corporate growth Increased Sales Higher Margins Enhanced Brand Value Attractive Culture for Talent New Ways of Working Tangible   Intangible   Tradi.onal   Emerging   Types  of  Innova:on   Example  Innova:on  Impacts  
  41. 41. WWW.INNOVATIONLEADERS.ORG Our  model  analyses  the  1500  largest  companies  in  these     sectors  and  systemaDcally  selects  the  top  innovators   25  InnovaDon   Leaders   Single  company  for   each  sector   75   Companies   25  Sectors   1500  Companies   Largest  companies   across  25  sectors   25  most  innovaDon-­‐ focused  sectors   Top  3  companies     per  sector   QuanDtaDve  Analysis  Throughout  Process  
  42. 42. WWW.INNOVATIONLEADERS.ORG The  annual  InnovaDon  Leaders  results  since  2002  have  been   published  in  books  and  via  the  innovaDon  leaders  website   Sector   2012   2011   2010   2009   2008   2007   2006   2005   2004   2003   2002   Aerospace   Rolls Royce   Rolls Royce   Rolls Royce   Rolls Royce   Boeing   Rolls Royce   Rolls Royce   Honeywell   Rolls Royce   EADS   Honeywell   Airlines   Lufthansa   Air New Zealand   Air New Zealand   Virgin Atlantic   Virgin Atlantic   Virgin Atlantic   Virgin Atlantic   Virgin Atlantic   Singapore Airlines   Singapore Airlines   Singapore Airlines   Automotive   BMW   BMW   Renault   Tata Motors   BMW   Toyota   Toyota   Toyota   Honda   Honda   Honda   Chemicals   BASF   BASF   BASF   BASF   BASF   Dow   DSM   DSM   BASF   Dow   Dow   Consumer Electronics   Apple   Apple   Apple   Apple   Samsung Electronics   Samsung Electronics   Samsung Electronics   Samsung Electronics   Samsung Electronics   Samsung Electronics   Sony   Energy   Chevron   Shell   Chevron   Statoil   Shell   Shell   BP   BP   BP   BP   BP   Fashion Retail   Inditex   Inditex   Inditex   Inditex   HandM   H&M   H&M   H&M   H&M   H&M   Inditex   Food and Drink   Nestle   Nestle   Nestle   Nestle   PepsiCo   Nestle   PepsiCo   PepsiCo   Danone   Nestle   Nestle   General Retail   Amazon   Amazon   Amazon   Amazon   WalMart   Tesco   IKEA   Tesco   Tesco   Tesco   Tesco   Hotels and Leisure   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Starwood   Household Goods   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   Reckitt Benckiser   P&G   Kimberley Clark   P&G   Insurance   Humana   AON   Humana   Humana   Aviva   Allianz   Allianz   Allianz   AEGON   Prudential   Prudential   IT Hardware   ARM   ARM   ARM   ARM   Apple   Apple   Apple   Logitech   Apple   AMD   AMD   IT Services   IBM   Infosys   IBM   IBM   Infosys   IBM   Wipro   Infosys   IBM   Infosys   IBM   Logistics   UPS   UPS   UPS   UPS   UPS   UPS   UPS   UPS   Federal Express   Federal Express   Federal Express   Media and Entertainment   Google   Disney   Disney   Disney   Google   Google   Google   Time Warner   Disney   Disney   Disney   Medical Devices   Medtronic   Stryker   Stryker   St Jude Medical   Medtronic   Medtronic   Medtronic   Medtronic   Medtronic   Medtronic   Becton Dickenson   Office Products   Canon   Canon   Canon   Canon   Canon   Hewlett Packard   Canon   Canon   Hewlett Packard   Canon   Canon   Pharmaceuticals   Roche   Novo Nordisk   Novo Nordisk   Novo Nordisk   Lilly   Novartis   Novartis   Novo Nordisk   Novo Nordisk   Novo Nordisk   Merck   Retail Banking   ICICI Bank   Santander   Santander   Santander   Handelsbanken   Handelsbanken   Santander   RBS   HSBC   Bank of America   Bank of America   Software   Microsoft   Google   Google   Google   Microsoft   Microsoft   Microsoft   Microsoft   Adobe   Adobe   Adobe   Sports Goods   Nike   Nike   Nike   Nike   Adidas   Adidas   Adidas   Adidas   Nike   Nike   Nike   Telecom Equipment   Qualcomm   Juniper   Qualcomm   Qualcomm   Nokia   Nokia   Nokia   Nokia   Qualcomm   Qualcomm   Qualcomm   Telecom Operators   Bharti Airtel   Bharti Airtel   Bharti Airtel   Bharti Airtel   Telefonica   NTT DoCoMo   Vodafone   NTT DoCoMo   NTT DoCoMo   NTT DoCoMo   Vodafone   Toys and Games   LEGO   LEGO   LEGO   LEGO   LEGO   Nintendo   Nintendo   Nintendo   Nintendo   Nintendo   Nintendo  
  43. 43. WWW.INNOVATIONLEADERS.ORG The  annual  InnovaDon  Leaders  results  since  2002  have  been   published  in  books  and  via  the  innovaDon  leaders  website   Sector   2016   2015   2014   2013   Aerospace   Boeing   Boeing   Raytheon   Rolls  Royce   Airlines   Delta  Air  Lines   Delta  Air  Lines   Delta  Air  Lines   Delta  Air  Lines   AutomoDve   Tesla   Tesla   Tesla   Toyota   Chemicals   Dow  Chemical   Dow  Chemical   Dow  Chemical   BASF   Consumer  Electronics   Apple   Apple   Apple   Apple   Energy   First  Solar   First  Solar   Chevron   Chevron   Fashion  Retail   Inditex   Inditex   Inditex   Inditex   Food  and  Drink   PepsiCo   PepsiCo   PepsiCo   Nestle   General  Retail   Amazon   Amazon   Amazon   Amazon   Hotels  and  Leisure   Marriok   Starwood   Starwood   Starwood   Household  Goods   Reckik  Benckiser   Reckik  Benckiser   Colgate  Palmolive   Reckik  Benckiser   Insurance   Humana   Humana   Humana   Humana   IT  Hardware   Nvidia   Nvidia   ARM   ARM   IT  Services   Accenture   Accenture   IBM   IBM   LogisDcs   FedEx   UPS   FedEx   UPS   Media  and  Entertainment   Alphabet   Alphabet   Alphabet   Google   Medical  Devices   Boston  ScienDfic   Boston  ScienDfic   Smith  &  Nephew   St  Jude   Office  Products   Xerox   Xerox   Xerox   Xerox   PharmaceuDcals   Lilly   Novo  Nordisk   Novo  Nordisk   Merck   Retail  Banking   Bank  of  America   Bank  of  America   Bank  of  America   ICICI  Bank   Sooware   Adobe   Adobe   SAP   Adobe   Sports  Goods   Adidas   Adidas   Nike   Nike   Telecom  Equipment   Cisco   Broadcom   Broadcom   Qualcomm   Telecom  Operators   KT  CorporaDon   Verizon   Verizon   SK  Telecom   Toys  and  Games   LEGO   LEGO   LEGO   LEGO  
  44. 44. WWW.INNOVATIONLEADERS.ORG Modeling  InnovaDon  Leaders  Performance  
  45. 45. WWW.INNOVATIONLEADERS.ORG We  have  modeled  how  an  InnovaDon  Leaders  porrolio     would  have  performed  as  an  investment  fund  since  2002   Models  have  been  created  that  show  the  performance  of  a  fund  based  on:   §  InvesDng  in  the  most  innovaDve  company  per  sector  each  year   §  Making  the  investment  on  March  31  of  each  year   §  Holding  these  stocks  for  2  years  before  rebalancing  the  porrolio   §  ReinvesDng  all  capital  and  profits  at  then  end  of  each  2  year  hold  period   Key  assumpDons  made  in  the  modeling  include:   §  IniDally  equal  value  investments  in  all  companies     §  Independent  of  current  price  and  short-­‐term  market  fluctuaDons     For the analysis stock selection we used only the published results of the innovation leaders analysis
  46. 46. WWW.INNOVATIONLEADERS.ORG A  2012  back-­‐test  of  the  InnovaDon  Leaders  against  S&P500   showed  clear  outperformance  over  the  previous  10  years     Compound  Annual  Growth  Rate:  14%,  Std  Dev:  20%,  Alpha:  12,  Beta:  0.74  
  47. 47. WWW.INNOVATIONLEADERS.ORG Throughout  the  years  a  porrolio  of  the  InnovaDon  Leaders   companies  has  consistently  out-­‐performed  the  major  indices   Year   ILF   MSCI  ACWI   S&P500   NASDAQ   FTSE100   2002/3   (15%)   (20%)   (22%)   (28%)   (25%)   2003/4   37%   34%   29%   50%   14%   2004/5   31%   15%   11%   9%   8%   2005/6   15%   10%   5%   1%   17%   2006/7   26%   21%   16%   10%   11%   2007/8   25%   10%   5%   10%   4%   2008/9   (40%)   (40%)   (37%)   (41%)   (31%)   2009/10   54%   31%   26%   44%   22%   2010/11   31%   12%   15%   17%   9%   2011/12   1%   (5%)   2%   (2%)   (6%)   2012/13   21%   6%   9%   13%   0%   2013/14   22%   15%     19%     29%     3%     2014/15   18%   3%   10%   3%     3%   2015/16   15%   (8%)   (1%)   3%   (8%)  
  48. 48. WWW.INNOVATIONLEADERS.ORG More  InformaDon  
  49. 49. WWW.INNOVATIONLEADERS.ORG For  more  informaDon  please  see  the  InnovaDon  Leaders  website   To  discuss  please  contact  research@innovaDonleaders.org    
  50. 50. WWW.INNOVATIONLEADERS.ORG 2016/17  Analysis  Summary   Insights  from  the  Leaders   February  2017  

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