Investment Stories.

Few consumer brands have embedded themselves into everyday life as seamlessly as Domino’s. It is not just a pizza company – it is a logistics platform disguised as comfort food. For millions of customers, Domino’s is the default answer to a simple question: “What’s easy tonight?” That habitual demand, reinforced by speed, value, and convenience, underpins a business that compounds through frequency, not novelty.

Booking Holdings is the world’s largest online travel agency (OTA), owning brands like Booking.com, Priceline, and Agoda. It is a key beneficiary of the global Travel Recovery, the Digital Nomad Lifestyle, and the longer-term megatrend of Experiential Consumption.

Founded in 2000, Fortinet was built with a different philosophy from much of the cybersecurity industry. Rather than assembling software point solutions and stitching them together through acquisitions, Fortinet took an engineering-first approach.

Zoetis is the global leader in animal health, developing and manufacturing vaccines and medicines for both livestock and companion animals. As global populations rise and the humanisation of pets accelerates, Zoetis is ideally positioned to benefit from two structural growth drivers: Pet Humanisation and the Emerging Middle Class.

Nintendo is a global gaming icon, synonymous with characters like Mario and Zelda, and holds one of the richest intellectual property libraries in the entertainment industry. Originally a card game company, Nintendo has continually reinvented itself by identifying emerging entertainment trends and reshaping how people engage with games.

The Internet of Things (IoT) refers to machines communicating with other machines (M2M). Where machines & devices interpret their environment via machine learning and sensors, they then make instant decisions utilising algorithms.

Lululemon has placed significant capital into their R&D for new fabrics, thus positioning themselves as a highly desirable brand for consumers seeking comfort.

As the megatrends of Enterprise Digitisation and Workplace Automation become further adopted by corporates, Accenture is primed to help its 9000+ clients around the globe remain at the forefront of adopting these technologies.