Lens family
41 analyses · Growth & PortfolioMarket-Entry Gambit
IKEA Runs One Global Standard Everywhere — Its Unadapted 1974 Japan Entry Was Gone by 1986
IKEA
Medtronic's $50 Billion Covidien Deal Bought an Irish Address That Freed $13 Billion in Cash
Medtronic
Novo Nordisk Stalled at 20% U.S. Share for Decades — Now Its Patience Is the Liability
Novo Nordisk
BYD's 777.1 Billion Yuan Year Began in 1995 With 20 Employees and Human Hands
BYD
TikTok's US Rise Began With a Purchase: Musical.ly's Western Teens for Up to $1 Billion
ByteDance
eBay Had 85% of China's C2C Market — a Free Alibaba Marketplace Erased It in Three Years
Alibaba
TSMC's A16 Is N2 Silicon With the Power Wiring Moved to the Back — and a Premium Price
TSMC
SAP Grew Inside Its Customers' Data Centers, Using Each Giant's Name to Sell the Next
SAP
TikTok's US Breakthrough Was a Purchase: Up to $1 Billion for Musical.ly's Teen Audience
ByteDance / TikTok
Arizona Wafers Cost TSMC Under 10% More — the $165B Bet Was About U.S. Policy Leverage
TSMC
Home Depot Capped Its Own Growth at About 22% a Year and Let Density Do the Rest
Home Depot
Walmart's Global Pattern: Ride a Local Partner and Win, Buy Mismatched Stores and Lose
Walmart
A 1926 Ownership Decision Let Novo Nordisk Compound for a Century Toward the GLP-1 Boom
Novo Nordisk
Estée Lauder's Wound Was Three Channels Failing at Once; the Rest of the Business Grew 3%
Estee Lauder
The Maharaja Mac Exists Because About 95% of McDonald's Restaurants Carry Their Own Risk
McDonald's
Nestlé's African Moat Moves by Bicycle — the Same Intimacy That Nearly Torched It in 1977
Nestle
Nestlé Builds the Farm Before Selling the Milk, Then Spends Trust Faster Than It Earns It
Nestle
Shake Shack Engineered Scarcity and Civic Legitimacy From One Kiosk in Madison Square Park
Shake Shack
KFC Built Over 13,000 China Stores on a One-Time Stack of Accidents
Yum Brands
157 of Apple's 187 Suppliers Build in China — and Eight More Just Joined as India Ramps
Apple
Target's Canada Bill Topped $7 Billion — a Forced March to Dodge Rent on 189 Empty Stores
Target
Netflix's Global Storytelling Is a Compliance-and-Retention Machine in a Culture-Bet Costume
Netflix
HSBC's London Headquarters Was the Bank of England's Price for Midland Bank
HSBC
BASF Walked Into the World's Most Crowded Chemical Market — Alone, and Spent €8.7 Billion to Do It Its Own Way.
BASF
Home Depot Opened With Empty Boxes on the Shelves. The Format Was Still Unbeatable.
Home Depot
KFC Won China by Becoming Less American, Not More
Yum Brands
HSBC Split Itself Into East and West. It Solved Nothing.
HSBC
Europe Slapped BYD With Tariffs. BYD's Sales Went Up Anyway.
BYD
Vodafone Bought the World at the Top of the Market. Then It Spent a Decade Selling It Back.
Vodafone
ASML Was Told to Close the Door to China. So China Walked Through It While It Was Still Open.
ASML
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