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54 analyses · Growth & PortfolioMarket-Entry Gambit
BASF Walked Into the World's Most Crowded Chemical Market — Alone, and Spent €8.7 Billion to Do It Its Own Way.
BASF
Pinterest Has 307 Million Users It Barely Knows How to Charge For
Pinterest
Mondelēz Paid $1.3B for a Candy Maker to Reach 440,000 Outlets and 2,100 Routes for Oreo
Mondelez
Shein Fell From $100 Billion Because Its Three Borrowed Advantages Are Being Taken Back
Shein
SAP Grew Inside Its Customers' Data Centers, Using Each Giant's Name to Sell the Next
SAP
DoorDash Took the Suburbs While Rivals Burned Cash Downtown — Then Rode the Exodus to 60.7%
DoorDash vs Uber Eats
Amazon Fell to Under 1% in China — the Culprit Was an Org Chart in Seattle
Amazon
Alibaba Built the World's Biggest Sale. Now It Won't Tell You What It Sold.
Alibaba
Costco Spent 25 Years in Korea to Learn How to Win China in Five.
Costco
Two German Discounters Entered America. Only One Cracked It.
Aldi
Temu Bought America's Attention. The Question Is Whether It Can Stop Paying Rent on It.
Temu
How a 1943 Cablegram From Eisenhower's HQ Built Coca-Cola's Global Distribution
Coca-Cola
L'Oréal's New Growth Engine: Emerging Markets Up 11.7% While North Asia Fell 3.2%
L'Oreal
Two Deals, $294 Million, and a Buried Clause: How Booking.com Built a $23.7 Billion Machine
Booking Holdings
Uniqlo Conquered Asia. America Is the Footnote It Keeps Trying to Promote.
Uniqlo (Fast Retailing)
Survival Was the Strategy: United's 1,150 Days in Bankruptcy Left It 30% Smaller
United Airlines
L'Oreal's China Buys Were Write-Offs, and India Lost Money for 13 Years Before Paying Off
L'Oreal
TSMC Built Fabs in Arizona and Japan to De-Risk Taiwan. It Kept the Crown Jewels at Home.
TSMC
Tesco Promised Break-Even in Two Years; Fresh & Easy Bled for Six
Tesco
DoorDash Won the Suburbs First. It Just Didn't Plan To.
DoorDash
How Dollar General's 20,893 Stores Make Small Towns Unwinnable for Rivals
Dollar General
Tesco Lost Nearly £2bn in America. The Real Damage Was the Books It Cooked at Home.
Tesco
Novo Nordisk Stalled at 20% U.S. Share for Decades — Now Its Patience Is the Liability
Novo Nordisk
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
BYD's 777.1 Billion Yuan Year Began in 1995 With 20 Employees and Human Hands
BYD
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
TikTok's US Breakthrough Was a Purchase: Up to $1 Billion for Musical.ly's Teen Audience
ByteDance / TikTok
Home Depot Capped Its Own Growth at About 22% a Year and Let Density Do the Rest
Home Depot
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