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Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay
Apr 29, 2026
Partner Interview
UTZ Brands•US•Small CapWalmartPepsiCoConsumer StaplesApr 29, 2026
DoorDash: DashPass Product Offering and Growth Opportunity
Jan 21, 2026
Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer StaplesJan 21, 2026
Wayfair: Multichannel Monetization & Competitive Positioning
Oct 27, 2025
Oct 27, 2025
Wayfair: CastleGate Multichannel Fulfillment
Oct 1, 2025
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrialsOct 1, 2025
E.L.F. Beauty: Product Innovation & Distribution
Aug 1, 2025
Partner Interview
e.l.f. BeautyTargetWalmartUlta BeautySephoraConsumer StaplesConsumer DiscretionaryAug 1, 2025
Wayfair, Amazon: Automating Warehouses for Heavy & Bulky Items
Jul 29, 2025
Jul 29, 2025
E.L.F. Beauty: China Supply Chains, Margins, and Global Growth
Jul 25, 2025
Partner Interview
e.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'OréalBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryHealth CareJul 25, 2025
Carlisle Companies: Supply Capacity, Incentives & Re-Roofing Demand Drivers
Jul 23, 2025
Partner Interview
Carlisle CompaniesQXOJohns ManvilleWalmartGAF RoofingBuilders FirstSourceThe Home DepotArmstrong World IndustriesScale EconomiesB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer StaplesConsumer DiscretionaryJul 23, 2025
Williams-Sonoma: Asian Suppliers Relocation Challenges & Unit Economics
May 30, 2025
May 30, 2025
Amazon: 3P Sellers Advertising Growth & Tariff Impact
May 20, 2025
Partner Interview
Amazon•US•Mega CapWalmartMetaGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesCommunication ServicesMay 20, 2025
Wayfair: Internal Technology Challenges
Apr 29, 2025
Apr 29, 2025
Wayfair: Marketing Strategy & Brand Building Challenges
Apr 8, 2025
Apr 8, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesConsumer StaplesMar 31, 2025
A History of Amazon Business
Mar 10, 2025
Mar 10, 2025
The Trade Desk: CTV DSP Competitive Landscape
Mar 7, 2025
Partner Interview
The Trade Desk•US•Mid CapNetflixRokuWalmartAmazonCriteoGoogleCounter PositioningNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer StaplesConsumer DiscretionaryMar 7, 2025
Wayfair: Cost Structure & Culture
Mar 3, 2025
Mar 3, 2025
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Mar 3, 2025
Mar 3, 2025
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Feb 27, 2025
Feb 27, 2025
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Feb 19, 2025
Feb 19, 2025
Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 17, 2025
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