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Apr 29, 2026

Boku: DCB Switching Costs & Competitive Moat in MENA

Partner Interview
BokuUSSmall CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer Discretionary
Apr 28, 2026

DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership

Partner Interview
DICKS Sporting GoodsUSLarge CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 20, 2026

Dick's Sporting Goods: Merchandising Strategy & Execution Culture

Partner Interview
DICKS Sporting GoodsUSLarge CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 10, 2026

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

Partner Interview
e.l.f. BeautyUSMid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Apr 1, 2026

Celsius Holdings: International Expansion Barriers & Market Entry Strategy

Partner Interview
CelsiusUSMid CapPepsiCoMonster BeverageBrand EquityUnique IP & BrandsConsumer Staples
Mar 20, 2026

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

Partner Interview
BirkenstockGBMid CapCrocsBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 20, 2026

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

Partner Interview
Restaurant Brands InternationalCALarge CapMcDonaldsYum! BrandsThe WendysDominos PizzaProcess PowerBrand EquityFranchisorsConsumer Discretionary
Mar 16, 2026

Ferrari: EV Strategy & Benedetto Vigna Leadership

Partner Interview
FerrariITLarge CapAston Martin Lagonda GlobalPorscheBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 16, 2026

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

Partner Interview
DICKS Sporting GoodsUSLarge CapNikeadidasScale EconomiesBrand EquityConsumer Discretionary
Mar 11, 2026

On Holding: APAC Leadership Challenges & China Growth Strategy

Partner Interview
On RunningLarge CapNikeadidasASICSBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 11, 2026

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

Partner Interview
NIOCNLarge CapTeslaStellantisVolkswagenBYDProcess PowerBrand EquityConsumer Discretionary
Mar 9, 2026

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

Partner Interview
VintedSHEINLVMHKeringCounter PositioningNetwork EffectsBrand EquityVertically Integrated RetailerMarketplaces & PlatformsUnique IP & BrandsConsumer Discretionary
Feb 16, 2026

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

Partner Interview
PradaITLarge CapKeringRichemontLVMHHermèsBrand EquityUnique IP & BrandsConsumer Discretionary
Feb 12, 2026

Li Auto, Xpeng, NIO & Chinese Auto ADAS Development

Partner Interview
Li AutoCNLarge CapTeslaBYDStellantisVolkswagenProcess PowerBrand EquityConsumer Discretionary
Feb 10, 2026

Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation

Partner Interview
BirkenstockGBMid CapCrocsBrand EquityUnique IP & BrandsConsumer Discretionary
Feb 10, 2026

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

Partner Interview
MedCapSEMid CapAppleGoogleSwitching CostsBrand EquityNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication Services
Jan 26, 2026

Ikea: Culture & History

Partner Interview
Inter IKEANLNitori Holdings Co., Ltd.WayfairWilliams-SonomaCounter PositioningBrand EquityScale EconomiesVertically Integrated RetailerConsumer Discretionary
Jan 23, 2026

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

Partner Interview
TKOUSLarge CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningSwitching CostsBrand EquityNetwork EffectsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
Jan 21, 2026

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

Partner Interview
TSMCTWMega 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

Partner Interview
TKOUSLarge CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation Technology

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