#BOOT The keys to the #BusinessModel seem to be
1) the economies of CA and TX (40% of store count) drive the overall results with the energy sector traditionally playing a big role
2) growing exclusive brands creates more profitability

#TOST Keys to the #BusinessModel

1) this is a sales land grab situation; they must keep acquiring and keeping restaurants on the platform
2) the technology platform must continue to improve; not get hacked; be reliable; etc enabling restaurants to take on more of the product = more SAAS revenue

#CELH Keys to the #BusinessModel:
1) product portfolio that continues to beat out competition and be preferred by consumers (flavors, functional benefits, etc.) ...
2) Pepsi (and others) are enabling massive distribution ... the product has to be available anywhere a consumer wants it to be

#ELF #BusinessModel is tightly linked to great execution within a highly competitive space ...

the right products at the right time; at the right pricing; with the right cost structure; executed well in key retailers (3 retailers = 60% of revenue) ...

#IT #Gartner Keys to the #BusinessModel: 1) more and varied research allows for increased client value (e.g. beyond IT)
2) sales force efficiency and growth can lead to more subscriptions per current client (e.g. new functions in a company) and new clients ...

#MLI keys to the #BusinessModel: 1) economic growth - especially through government infrastructure spending - drives the business as 85% of net sales are building construction related (~$1T market growing at 1-2%)

#MUSA #flywheel: Low cost structure allows for lowest prices which increases market share; more loyal customers allow for efficient operations and scale advantages creating more FCF...

#TTD keys to the #BusinessModel 1) economic growth allows brands to spend more on advertising 2) continued trends for more digital and programatic ad buying especially in new ad platforms (e.g. Connected TV)

#FOUR #BusinessModel keys to the biz model are: 1) economic growth and spending since they are so tied to travel & hospitality 2) technology investments so they are not disrupted, hacked, frauded, or out competed

#hims #businessmodel Keys: 1) compounding drugs allows them a unique regulatory path 2) new treatments added to the portfolio 3) reducing marketing expenses over time 4) getting economies of scale as they grow and 5) most importantly they get repeat customers (vs. just refilling the leaky bucket)