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Strategy
How Amex is Acquiring Millennial and Gen Z Customers
American Express is seeing the benefits of new cards and increased marketing investments as it adds new millennial and Gen Z customers.
May 5, 2024
Why In-N-Out Burger Isn’t Coming to the East Coast Anytime Soon
The family-run California chain is expanding as far east as Tennessee, but don’t expect it to open on the East Coast anytime soon.
Apr 21, 2024
🐑 Sheep and Solar Farms
Clean energy companies are turning to sheep to keep their solar panels out of the shade.
Apr 14, 2024
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That Drone Flying Over Your Home? It Might Be Your Local Insurance Company
CSAA allegedly terminated a customer's homeowner insurance coverage because “drone photos” showed clutter in their backyard.
Apr 10, 2024
Puzzle Wars 🧩
A look at the secret sauce behind the incredible success of the New York Times puzzle games.
Apr 7, 2024
Why Hotel Chains Don’t Own Their Hotels
Hotel brands like Marriott, Hilton, and Hyatt own less than 2% of their hotels.
Apr 7, 2024
Hunterbrook: A Hedge Fund and Newspaper
Hunterbrook blurs the lines between a hedge fund and a newspaper, looking to trade news before it hits the publish button.
Apr 4, 2024
Gatorade Enters New Category: Launches First Unflavored Water
Gatorade looks to bolster its positioning against rivals Bodyarmor, Liquid I.V., and PRIME in the trendy hydration product category.
Mar 30, 2024
How SRS Distribution Became an Attractive Acquisition Target for Home Depot
SRS Distribution enters into a definitive agreement to sell to Home Depot for $18.25 billion, roughly a 2x multiple on their 2023 revenue.
Mar 29, 2024
How Krispy Kreme’s Hub and Spoke Asset Model Delivers Fresher Doughnuts
Krispy Kreme’s expanded partnership with McDonald’s is a by-product of its multi-year effort to convert to a hub and spoke asset model.
Mar 28, 2024
The Big Business of Airline Seats
Airlines are spending big upgrading airline seats. Airline seats were a $2.6 billion market in 2022.
Mar 28, 2024
Walmart Targets Wealthier Shoppers
Walmart is revamping more than 900 locations and adding high-end products to attract wealthier shoppers.
Mar 25, 2024
McDonald’s Subculture Marketing Speaks to Gen Z
How McDonald’s captures Gen Z’s attention by leaning into “fan truths” and subculture marketing.
Mar 21, 2024
How Chick-fil-A Generates More Revenue Per Location Than Other Fast Food Restaurants
Here are the strategies Chick-fil-A uses to generate more than 2x revenue on average per location compared to McDonald’s.
Mar 16, 2024
"I'm Lovin' It”: Why McDonald’s, Chipotle, and Starbucks are Flocking to the Sun Belt
Restaurant chains look to the Sun Belt states to deliver future sales growth.
Mar 15, 2024
Why are my Jalapeño Peppers Less Hot?
An inside look at manufacturing jalapeño peppers and how they get to customers.
Mar 11, 2024
Equinox and “GLP-1 Protocols”
How gyms plan to adapt to more members on Ozempic, Wegovy, and other powerful weight loss drugs.
Mar 2, 2024
Who Makes Money on Girl Scout Cookies?
A peak behind the curtain of the $1.2 billion Girl Scout Cookie business.
Feb 25, 2024
Airline Unit Economics 101
Airlines make less on a per-passenger basis than the cost of a cup of coffee.
Feb 24, 2024
True Religion’s Renaissance - A Lesson in Brand Strategy
True Religion's shift in customer demographics is leading to a major revival of the brand.
Feb 22, 2024
IKEA: Your New Office Away From Office
A look at IKEA’s new coworking space in downtown San Francisco.
Feb 21, 2024
How Much Will You Pay To Skip The Line?
US corporations turn Americans’ hatred for waiting in line into significant revenue.
Feb 9, 2024
Marketplaces are Very Good…Ads Businesses?
Uber and other marketplaces are beating projections and profiting from their sneaky, strong ads businesses.
Feb 9, 2024
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