Lens family
106 analyses · Business ModelThe Pricing Lens
Verizon's myPlan Turned Free Perks Into $10 Add-Ons — a Price Increase Wearing a Menu
Verizon
P&G's Pricing Swings Like a Pendulum — and the FY2024 Price Surge Is Already Slowing
Procter & Gamble
Target Cut Prices on 5,000 Items in 2024, Then Watched Revenue Fall for Five Straight Quarters
Target
55% of Zoom's Biggest Customers Started Free — the Tier Was an Enterprise Sales Engine
Zoom
Netflix Tested Its Password Crackdown in Latin America for a Year Before Sending the Bill
The Password Crackdown
Congress Drilled the $800 Hole in 2015. Shein and Temu Just Walked Through It.
The De Minimis Loophole
IKEA Cut Prices 10% and Accepted a 5.3% Revenue Fall to Defend a Price-First Doctrine
IKEA
Temu's Weekly U.S. Sales Fell More Than 25% Once the De Minimis Exemption Closed
Temu
Purdue Pleaded Guilty Again in 2020: The Misconduct Ran From 2007 to at Least 2017
Purdue Pharma
Novartis Priced Zolgensma at $2.125M With a Watchdog's Blessing — Then Sat on Manipulated Data
Novartis
With 24% of the Market, Lyft Fights Its Rideshare War on a Feeling About Price
Lyft
The Password Crackdown Began in Chile: Netflix Turned 100 Million Borrowers Into a Funnel
Netflix
Spotify Froze at $9.99 for a Decade Because the Labels Kept ~70% of Every Dollar
Spotify
Why Rio Tinto's Earnings Are Hostage to a Price Set in Qingdao
Rio Tinto
McDonald's Dollar Menu Seized the Price Gun: Big Mac Markups Fell From 12.5% to 3.6%
McDonald's
PepsiCo's 9.5% Growth Was a Pull-Forward That Left 2024 Revenue Crawling at 0.4%
PepsiCo
Tesla's $0 Marketing Legend Ran on Referral Payouts and, by 2024, Quiet Ads on X
Tesla
NIO's Price-War Pledge Collapsed in Weeks — Its 3,172 Swap Stations Are What Hold It Up
NIO
Hyundai's Record Warranty Was a Bet That Its Cars Had Quietly Gotten Good
Hyundai
Regulators Marched Airbnb to Honest Pricing Three Times: 2019, 2022, and 2025
Airbnb
Zara's Moat Is Speed: Ads Run at Roughly 0.3% of Revenue While Prices Drift Upward
Zara
Levi's Margin Lift Is Geography: It Kept the Retail Cut It Once Handed to Kohl's
Levi's
Southwest's Cost Gap Funded the Low Fares — When It Closed, the Bag Fees Arrived
Southwest
When 250 Restaurants Revolted, Amex Built Two More Places to Charge
American Express
BYD Cut Prices 10–20% and Still Grew Profit 34%: The Product Is the Cost Structure
BYD
Washington Kicked Away One Crutch and Temu's U.S. Users Fell Over 50% in Two Months
Temu (PDD)
Uniqlo Raised Its Fleece 50% and Customers Stayed: The Fabric Was Always the Product
Uniqlo (Fast Retailing)
Zara Turned Inflation Hikes Into Permanent Prices and a Decade-Best 62.2% Gross Margin
Zara (Inditex)
Lyft Renamed Surge, Then Suppressed It: The Bet Behind 945.5 Million Rides
Lyft
Adobe Rented Out Photoshop, Ate the Revenue Dip — and Faced an FTC Complaint Over Hidden 50% Fees
Adobe
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