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Today at 15:28

Hermès: Culture & Customer Profile

Former Retail Development Executive at Hermès
Partner Interview
HermèsLVMHRichemontBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
Today at 15:27

Reply: Internal Competition & Incentive Structure

Former Partner at Reply
Partner Interview
ReplyInformation Technology
November 30, 2024

CCC Intelligent Solutions: Appraisal Workflow & CCC One Sales Process

Former Director at CCC Intelligent Solutions
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
November 30, 2024

Carvana: Selling Loans Ally Financial

Former Executive at Ally Financial
Partner Interview
CarvanaAlly FinancialCarMaxCapital One FinancialCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryFinancials
Weekly update
November 29, 2024

Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply

GoogleCellaVisionTeslaGEICOWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTarget
November 28, 2024

Google Shopping vs European Price Comparison Lawsuit

Senior Executive at Idealo
IP Interview
GoogleMoltiplyAlphabetNetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsPhysical Infra & NetworksFinancialsCommunication Services
Company Profile
November 27, 2024

Tesla's Vertically Integrated Repair Network

IP Company Learning Journey
IP ResearchTeslaBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral MotorsProcess PowerBrand EquityConsumer DiscretionaryIndustrials
November 27, 2024

Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition

Former Account Management Executive at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechSartoriusDanaherThermo Fisher ScientificRepligenAvantorMerckSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
November 27, 2024

Adyen: Merchant Switching Costs & Price War

Former Account Manager at Adyen
Partner Interview
AdyenAirwallexChargebeeStripeWorldlineNuveiVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancials
November 27, 2024

Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair

Former General Manager at Lithia & Driveway
IP Interview
Lithia MotorsPenske Automotive GroupBelronD'Ieteren GroupSafeliteTeslaAsTechService KingDriven BrandsCaliber CollisionBoyd Autobody & GlassCarShieldEnduranceProcess PowerBrand EquityConsumer DiscretionaryIndustrials
November 26, 2024

Tesla Repair: Part Sales and Right to Repair

Former Regional Network Manager at Tesla
IP Interview
TeslaBYDStellantisFordGerber Collision & GlassCaliber CollisionBoyd ServicesProcess PowerBrand EquityConsumer DiscretionaryIndustrials
November 26, 2024

GEICO vs Progressive: Competitive History and Outlook under Todd

Former Senior Vice President at GEICO
IP Interview
GEICOBerkshire HathawayThe ProgressiveScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
November 25, 2024

Reply: Decentralized Culture & The Reply Network

Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation Technology
November 25, 2024

Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective

Wayfair Supplier
IP Interview
WayfairWilliams-SonomaTargetThe Home DepotAmazonArhausRestoration HardwareHomeGoodsKathy Kuo DesignsWalmartCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
IP Research Resource
November 25, 2024

Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce

CarvanaWayfairAmazonSHEINCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
November 25, 2024

Celsius Holdings: European Beverage Distribution & Value Chain

Former Commercial Executive at CCEP
Partner Interview
CelsiusMonster BeverageThe CocaColaPepsiCoBrand EquityUnique IP & BrandsConsumer Staples
November 25, 2024

CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents

Former Senior Executive at CellaVision
IP Interview
CellaVisionSysmexDanaherSiemens HealthineersSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
November 22, 2024

CCC Intelligent Solutions: Culture & Net Dollar Retention Opportunity

Former Vice President at CCC Information Services
IP Interview
CCC Intelligent SolutionsSoleraEnlyte IncSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
November 22, 2024

Daily Journal vs Tyler Technologies: A Customer's Perspective

Former Executive at the National Center for State Courts
Partner Interview
Daily JournalTyler TechnologiesEquivantSwitching CostsB2B SoftwareInformation Technology
Weekly update
November 21, 2024

Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife

LifcoADESAAddtechVitrolifeCettireCarvanaDanaherHalmaTeslaDiplomaAutoNationWestwingGXO LogisticsKeringBONESUPPORTFevertree DrinksOPENLANEManhattan AssociatesKinsale Capital Group