The CBCV Story
Theta and CBCV are in the news and making news…
…driving change across the business landscape. Sparking a different way of thinking about the value of customers to businesses and how customers create value for businesses.
Get more of the story with these articles:
- What businesses are getting wrong about customer lifetime value, according to a professor who sold his data analytics startup to Nike and now teaches LTV to MBA students – Business Insider
- Why customers hold the key to a company’s true valuation – Emory Business
- Corporate Valuation Will Never Be the Same — Nor Should It – Financial Times
- How to Value a Company by Analyzing Its Customers – Harvard Business Review
Methodology in Action
Real-world analyses demonstrate the value of CBCV
There’s a good reason CBCV and Theta generate extensive buzz. When applied to companies like Wayfair, Blue Apron, Warby Parker and others, Theta’s CBCV methodology is on the money.
Here are just a few examples:
- Latest Warby Parker Analysis from Predictive Customer Analytics Firm Theta Indicates the Retailer May Be Undervalued – Business Wire
- The World’s Most Ruthless Food Startup: The Inside Story of How HelloFresh Clawed Its Way to the Top – Inc
- How Wharton marketing students beat Wall Street analysts at their own game – MarketWatch
- Outlook for Slack’s opening trade on the NYSE through a direct listing – Yahoo Finance
Extensively studied. Rigorously tested. Continually evolving.
CBCV sits on a strong academic foundation, built in part by these pivotal research papers from Theta co-founders Peter Fader and Dan McCarthy: “Customer-Based Corporate Valuation for Publicly Traded Non-Contractual Firms” and “Valuing Subscription-Based Businesses Using Publicly Disclosed Customer Data”.
The research is often referenced, and the authors themselves frequently quoted. Examples include:
- Wayfair: How Does It All Play Out? – Barron’s
- A new study shows Wayfair is losing money on every new customer — and that’s terrible news for the stock – Business Insider
- Wayfair shares surge 37% as coronavirus drives sales of office furniture and home decor – CNBC
- The Wayfair Riddle – Wall Street Journal