Kimia Talebian

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On December 1, 2017, Kimia Talebian commented on Disney n Chill :

Over the past decade, Disney has been diversifying from a movie studio into a live entertainment giant by entering into adjacent markets. For example, theme parks, product sales, and other business lines now account for more than 90% of profits. This strategy has effectively shifted the role of Disney Studios from the primary driver of revenue, into a lost leader: Disney produces movies and films not to drive revenue from screening, but to engaged an audience who will later engage with Disney’s other lines of business.

Taking a long-term company-wide perspective, Disney’s entrance into the over-the-top digital platform must be positioned in a way to maximize exposure (and not to maximize revenue). As video on demand service becomes further accessible and offers more exclusive content, it may appear that movie theatres may be going out of business. [1] However, at the same time, consumer entertainment consumption patterns have been shifting towards out of home experiences. [2] The combination of these two trends has driven Movie Theatres to target a more premium segment by offering more than just a screening product, as reflected in the increase in average ticket prices. As a result, there will remain a (sizable) premium experiential market for movie consumption, which should not be neglected. While, the move into over-the-top digital platform is a natural progression of the market, Disney should consider structuring deals with exhibitors to avoid backlash and maintain its touch with the premium consumer of movies.

[1] Josh Dickey, “The end is near for cinema”,, Mashable, April 2017, Accessed December 2017
[2] Eventbrite Market Research, “Fueling the Experience Economy”,, Accessed December 2017’s ability to compete directly with Amazon will be a tough. There are few advantages that is offering that cannot be copied and better executed on by Amazon. For example,’s strategy to pass on the savings generated from its “dynamic pricing system” is presently being offered through “Amazon No Rush Shipping,” which offers consumers compensation for opting in for a longer delivery timeline.

Consumers are shopping for the best price. As a result, survival in the industry will be determined by the player who can most efficiently fulfill orders.’s only path to success will be to leverage the cost efficiency produced by its parent company’s 4,700 stores, hundreds of distribution centers, and 6,200 trucks. [1] If anyone can take on the giant Amazon, it’s Wal-Mart; however, it won’t be an easy win.

[1] Brad Stone and Matthew Boyle, “Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon?”, Bloomberg, March 2017, Accessed December 2017

On December 1, 2017, Kimia Talebian commented on A Pricier Pint: How Tighter Borders Could Increase Your Bar Tab :

Diageo must move as fast as possible to prevent any delays in its supply chain operations. In a market where beer consumption is slowly decreasing while craft beer’s market share within the beer segmented increases, Guinness will need to compete fiercely. [1]
Furthermore, any cost increases should be absorbed by Diageo: the brand has already been experiencing declining sales as a result, Diageo shouldn’t be giving its consumers any other excuse to pass Guinness for another drink.

[1] “It’s no longer Guinness time,” The Economist, March 2016,, Accessed December 2017

On December 1, 2017, Kimia Talebian commented on H-E-B vs. Hurricane Harvey: A Case Study in Crisis Response :

Whether H.E.B.’s disaster response efforts were primarily motivated by profits or morals, the reality is that there is a clear need in the market that H.E.B. is able to fulfill effectively. Despite the fact that we would expect the government to drive first response efforts during natural disasters, many governments lack infrastructure and institutional knowledge to do so effectively. As a result, often, governments’ relief efforts are less effective when compared to the efforts of for-profit organization. [1] H.E.B.’s response during Hurricane Harvey is a good example of how a private firm can effectively fulfill a need not served by the government. The most effective way of solving a social crisis is by showing that it can be done profitably – H.E.B. was able to both create social capital and shareholder return by effectively responding to Hurricane Harvey.

[1] “HEB vs Harvey: Texans Helping Texans,” Texian Partisan, August 2017,, accessed December 2017

On December 1, 2017, Kimia Talebian commented on The Republic of Maldives is Sinking :

Very difficult and complicated issue – and certainly unequitable.

Nasheed’s intent to purchase land from other countries not impacted by rising sea levels in order to relocate displaced residence can lead to numerous political complications: How will tax revenue be allocation to the local government providing for these residence? How can the displayed residents exercise influence over the area that they are living in? Will the residents be willing to relocate? Given the numerous complications with this strategy, it would be difficult to successfully implement it. There are countries (e.g., the Netherlands) that have been battling rising sea levels for many years through infrastructure investment. Diverting the funds towards such strategies may potentially represent a more effective way of preventing residence from being displaced.

On December 1, 2017, Kimia Talebian commented on Dark Skies Ahead for US Solar Panel Installation Industry? :

Parallel’s can be drawn between Sunrun’s situation and the manufacturing industry within Japan: for years, the strength of the Yen resulted in an ever increasing price tag on all Japanese manufactured goods. However, Japanese manufacturers responded by reducing costs through continuous operational improvements and innovation.[1] Looking at Exhibit 2, it appears that Sunrun’s gross profit margin has been steady/improving while EBITDA margin has been decreasing. This implies that the company’s overhead costs are the driver of the eroding EBITDA margins. If that is the case, the company should consider investing in its operations to reduce costs and remain competitive in the face of increasing material costs.

[1] “Japanese companies improve profit margins despite strong yen,” Nikkei Asia, November 2016,, accessed December 2017