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May 12, 2026

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

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 DiscretionaryCommunication Services

Apr 1, 2026

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Explore our full content library.

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

On Holding: APAC Leadership Challenges & China Growth Strategy

Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale

Fair Isaac Corporation: New Credit Score Model & Price Increases

Prada Group: Miu Miu Strategy, Brand Verticalization & Leather Goods Growth

Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation

Boston Beer: Distributor Strategy & Twisted Tea Success

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights