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Mar 20, 2026

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

Former Head of Customer Strategy at Birkenstock

Partner Interview

Birkenstock•GB•Mid CapCrocsBrand EquityUnique IP & BrandsConsumer Discretionary

Mar 20, 2026

Restaurant Brands International: Burger King Turnaround, Franchisee Health & Unit Economics

Vice President of Operations, Restaurant Brands International / Burger King

Partner Interview

Restaurant Brands International•CA•Large CapMcDonaldsYum! BrandsThe WendysDominos PizzaProcess PowerBrand EquityFranchisorsConsumer Discretionary

Mar 16, 2026

Ferrari: EV Strategy & Benedetto Vigna Leadership

Former Senior Executive at Ferrari

Partner Interview

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

Mar 16, 2026

DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage

Former Vice President at DICK's Sporting Goods

Partner Interview

DICKS Sporting Goods•US•Large CapNikeadidasScale EconomiesBrand EquityConsumer Discretionary

Mar 11, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Former Senior Vice President at Qualcomm

Partner Interview

TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 20, 2026

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

Former Director of ESPN and SVP at a Leading Sports Media Rights Group

Partner Interview

TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation Technology

Jan 19, 2026

The Trade Desk: Cost Perception & Independence

Former Manager at The Trade Desk

Partner Interview

The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

Jan 18, 2026

Amazon Ads Evolution & DSP Share Gains

Former VP at Amazon Advertising

Partner Interview

Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

Jan 7, 2026

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Account Executive at Western Logistics

IP Interview

Wayfair•US•Mid CapWilliams-Sonomahome24WestwingArhausAmazonRHFedExUnited Parcel ServiceCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryIndustrials

Jan 2, 2026

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

Former VP of the American Home Furnishings Alliance

Partner Interview

Wayfair•US•Mid Caphome24AmazonRHArhausWestwingLowesThe Home DepotCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary

Dec 29, 2025

Christian Dior: US Retail Strategy & Spend Concentration

Former Executive at Christian Dior

Partner Interview

LVMH•FR•Mega CapRichemontChristian DiorHermèsKeringBrand EquityUnique IP & BrandsConsumer Discretionary

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Explore our full content library.

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

Restaurant Brands International: Burger King Turnaround, Franchisee Health & Unit Economics

Ferrari: EV Strategy & Benedetto Vigna Leadership

DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage

On Holding: APAC Leadership Challenges & China Growth Strategy

NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets

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

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

Li Auto, Xpeng, NIO & Chinese Auto ADAS Development

Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation

MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins

Ikea: Culture & History

TKO Group Holdings: NFL, UFC, & US Sports Rights Value

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

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

The Trade Desk: Cost Perception & Independence

Amazon Ads Evolution & DSP Share Gains

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

Christian Dior: US Retail Strategy & Spend Concentration