Tiffany & Co., every mention

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every year anyone Ben Gilbert 9Jamie Dimon 2David Rosenthal 2Michael Mauboussin 1Howard Schultz 1

Verbatim, from the transcripts: the passages where Tiffany & Co. comes up

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Coca-Cola: The Complete History & Strategy (Audio) · Acquired Nov 24, 2025 · 1 mention

  • ▶ 3:35:28 Ben Gilbert Normally, brand power is measured by the amount, if you provide someone with two identical things, how much more are they willing to pay you, and that delta, you know, the Tiffany over the generic piece of jewelry, is how you quantify…

The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired Jul 16, 2025 · 2 mentions

  • ▶ 31:22 Jamie Dimon I mean, JP Morgan brand is a Tiffany name.
  • ▶ 32:19 Jamie Dimon So I knew we had a Tiffany brand, uh, but it, it didn't value because if everything else didn't work out, I don't think it would have mattered that much.

Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 1 mention

IKEA (Audio) · Acquired Nov 18, 2024 · 2 mentions

  • ▶ 2:44:53 Ben Gilbert And then these, like, crazy businesses, just to compare it to the all-time greatest, Tiffany is 3000 dollars a foot for jewelry, and Apple is 5500 dollars.
  • ▶ 2:45:22 Ben Gilbert You think it's higher than Tiffany?

Starbucks (with Howard Schultz) · Acquired Jun 4, 2024 · 1 mention

Hermès (Audio) · Acquired Feb 20, 2024 · 2 mentions

Costco (Audio) · Acquired Aug 21, 2023 · 2 mentions

  • ▶ 3:21 Ben Gilbert Their revenue per square foot of their warehouses belongs more in a conversation with Tiffany than Walmart.
  • ▶ 2:05:17 Ben Gilbert Tiffany is 3000, so kind of within spitting distance, like it's only two x, or it's less than two x, and they sell diamonds.

Nike (Audio) · Acquired Jul 25, 2023 · 2 mentions

  • ▶ 3:12:16 Ben Gilbert But, when you literally understand how Hamilton defines brand power, and the perfect example is the Tiffany ring.
  • ▶ 3:12:26 Ben Gilbert You get a Tiffany ring versus an unbranded diamond ring of the exact same caliber, you're probably paying 10 to 30,000 dollars more for the Tiffany engagement ring, and there's a pureness to that brand premium concept.

Benchmark Part I · Acquired Sep 28, 2022 · 1 mention

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention

  • ▶ 32:47 Michael Mauboussin You think that versus Tiffany's, I don't really know Tiffany's business, but Tiffany probably make a lot of money when they sell stuff and they don't sell it that frequently, a jewelry store generically, right?
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