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Hayward & US Pool Market: Distribution Shifts, Seasonality & Emerging Competitors

Former Sales Manager at Hayward Holdings
Partner Interview
HaywardLathamPoolFluidraB2B MiddlemenIndustrialsConsumer Discretionary
October 21, 2025

Hemnet: Pricing Strategy Evolution

Former Commercial Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
October 21, 2025

GXO Logistics & DHL Supply Chain: CEO Transition, Automation Bottlenecks, and M&A Playbook

Former VP, Life Sciences & Healthcare at DHL Supply Chain
IP Interview
DHLGXO LogisticsUnited Parcel ServiceFedExManhattan AssociatesBlue YonderSap SeOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareIndustrialsInformation Technology
October 21, 2025

Bio-Rad Laboratories: Competitive Differentiators

Former VP at Bio-Rad Laboratories
Partner Interview
Bio-Rad LaboratoriesThermo Fisher ScientificLaboratory of AmericaRocheSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
October 19, 2025

Booking Holdings: OTA Model & Agentic AI

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

FTAI: Module Swap Process

Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI AviationHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
October 19, 2025

Gartner: Exec-Tier Value, AI Flanker & Renewal Dynamics

Former VP of Sales at Gartner
Partner Interview
GartnerForrester ResearchInformation TechnologyIndustrials
October 19, 2025

Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck

Former Vice President at Toyota Finance Australia
Partner Interview
ToyotaCarvanaCarMaxAUTO1CarmaCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 19, 2025

Hemnet: Product Strategy

Former Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
October 19, 2025

Nitori Holdings: Japan’s Furniture Market & Ikea Competition

Former Sales Manager at Ikea
Partner Interview
Nitori Holdings Co., Ltd.Inter IKEAMujiWayfairCounter PositioningVertically Integrated RetailerConsumer Discretionary
October 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta
Partner Interview
ThryvYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
October 16, 2025

Gartner: Seat Strategy & Multi-Year Retention

Former Vice President of Sales Operations & Strategy at Gartner
Partner Interview
GartnerMicrosoftSalesforceAccentureOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareB2B MiddlemenInformation Technology
October 16, 2025

Heartland Express, Schneider, and the U.S. Truckload Market: Drivers’ Impact on OR

Former Operations Manager at Schneider National
IP Interview
Heartland ExpressSchneider NationalJB Hunt Transport ServicesFedExUnited Parcel ServiceA.P. Moller - MaerskKnightSwift TransportationWerner EnterprisesLandstar SystemPhysical Infra & NetworksIndustrials
October 16, 2025

Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category

Former Category Manager at Family Dollar
Partner Interview
Turning Point BrandsPhilip Morris InternationalBritish American TobaccoConsumer Staples
October 16, 2025

Acme United: First Aid Market & Cintas Competition

Former VP at Acme United
Partner Interview
Acme UnitedCintas CorpHoneywellIndustrialsConsumer Staples
October 16, 2025

Latham Group: Fiberglass Focus & Dealer Challenges

Former Sales Manager at Latham Group
Partner Interview
LathamPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 16, 2025

Avantor: Market Share Stability & Switching Costs

Former President at Avantor
Partner Interview
AvantorThermo Fisher ScientificCorningDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
October 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCOHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology