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Jul 14, 2026

Hermès Distribution: Balancing Kelly & Birkin Allocation Between VIPs and Local Clients

Partner Interview

Hermès•FR•Large CapLVMHChanelKeringRichemontBrand EquityUnique IP & BrandsConsumer Discretionary

May 12, 2026

Givaudan: Core List Agreements, Pay-to-Play Model & Client Profitability

Partner Interview

DSM Firmenich•CH•Large CapL'OréalThe Este Lauder CompaniesCotyGivaudan SABrand EquityUnique IP & BrandsMaterialsConsumer Staples

May 9, 2026

Hermès Resale Market: Birkin & Kelly Pricing, Volume & Buyer Demographics

Partner Interview

Hermès•FR•Large CapChanelLVMHRichemontKeringBrand EquityUnique IP & BrandsConsumer Discretionary

May 6, 2026

Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In

Partner Interview

Aehr Test Systems•US•Mid CapTSMCXilinxAdvantestTeradyneTechnoprobeSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation Technology

May 5, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview

Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services

May 5, 2026

Hermès: Kelly-Birkin Allocation Strategy

Partner Interview

Hermès•FR•Large CapChanelLVMHKeringRichemontBrand EquityUnique IP & BrandsConsumer Discretionary

Apr 10, 2026

e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug

Partner Interview

e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary

Apr 8, 2026

Games Workshop: Demographic Recapture, Narrative Moat, and Rule-Driven Monetization

IP Interview

Games Workshop•GB•Mid CapEmbracer GroupHasbroKonami Group CorporationUnique IP & BrandsConsumer DiscretionaryInformation TechnologyCommunication Services

Apr 1, 2026

Celsius Holdings: International Expansion Barriers & Market Entry Strategy

Partner Interview

Celsius•US•Mid CapPepsiCoMonster BeverageBrand EquityUnique IP & BrandsConsumer Staples

Mar 31, 2026

Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps

Partner Interview

Universal Music•NL•Large CapPandoraSony Group CorporationSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary

Mar 26, 2026

Games Workshop: Hobbyist Anatomy, Economics and Behavior

IP Interview

Games Workshop•GB•Mid CapEmbracer GroupHasbroKonami Group CorporationUnique IP & BrandsConsumer DiscretionaryInformation TechnologyCommunication Services

Mar 20, 2026

Boston Beer: Product Development, RTDs & Brand Portfolio Strategy

Partner Interview

Boston Beer Company•US•Small CapMolson Coors BeverageAnheuser-Busch InBev SA/NVScale EconomiesUnique IP & BrandsConsumer Staples

Mar 20, 2026

Birkenstock: Building D2C Capabilities & Shifting from B2B to Consumer Demand

Partner Interview

Birkenstock•GB•Mid CapCrocsBrand EquityUnique IP & BrandsConsumer Discretionary

Mar 16, 2026

Ferrari: EV Strategy & Benedetto Vigna Leadership

Partner Interview

Ferrari•IT•Large CapAston Martin Lagonda GlobalPorscheBrand EquityUnique IP & BrandsConsumer Discretionary

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Hermès Distribution: Balancing Kelly & Birkin Allocation Between VIPs and Local Clients

Givaudan: Core List Agreements, Pay-to-Play Model & Client Profitability

Hermès Resale Market: Birkin & Kelly Pricing, Volume & Buyer Demographics

Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Hermès: Kelly-Birkin Allocation Strategy

e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug

Games Workshop: Demographic Recapture, Narrative Moat, and Rule-Driven Monetization

Celsius Holdings: International Expansion Barriers & Market Entry Strategy

Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps

Games Workshop: Hobbyist Anatomy, Economics and Behavior

Boston Beer: Product Development, RTDs & Brand Portfolio Strategy

Birkenstock: Building D2C Capabilities & Shifting from B2B to Consumer Demand

Ferrari: EV Strategy & Benedetto Vigna Leadership