Lens family
280 analyses · Growth & Portfolio
PMI's $16 Billion Swedish Match Deal Bought ZYN's 74% Share and a Return to America
Philip Morris International
Pinterest Has 307 Million Users It Barely Knows How to Charge For
Pinterest
Cisco Says It's a Software Company Now. It Bought That Identity for $28 Billion.
Cisco
Nestlé Bet $7.15 Billion on Starbucks Coffee Rights While Dumping Butterfinger
Nestle
Mondelēz Paid $1.3B for a Candy Maker to Reach 440,000 Outlets and 2,100 Routes for Oreo
Mondelez
Diageo Built a Moat Out of Whisky It Can't Sell Yet. Now the Moat Is Drinking Its Cash.
Diageo
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
Sony Invented Portable Music, Then Handed the Future to Apple to Protect Its Record Label
Sony Walkman
Kinect Sold 8 Million in 60 Days. Then Microsoft Strapped It to a Console Nobody Wanted at $499.
Microsoft Kinect
Windows Revenue Rose While Microsoft Grew to $281.7B — a Margin Upgrade Dressed as Disruption
Microsoft
IBM Cut Kyndryl Loose So the $34B Red Hat Bet Could Define the Company That Remained
IBM
IBM Sold the PC and Spun Off Kyndryl. Both Were the Same Trade.
IBM
Facebook's Mobile Pivot Was a Correction — Its Own 2012 Filing Admitted the Miss
Meta
Amazon Failed at Auctions and zShops Before Marketplace — Which Now Moves 60% of Units Sold
Amazon
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
Alibaba Promised to Break Itself Into Six. A Year Later It Was Quietly Gluing the Pieces Back On.
Alibaba
Sony Sold PlayStation Games to PC Players. Then It Saw Who Wasn't Coming Home.
Sony
Nintendo's Two Famous Reinventions Were Both Escape Plans From a Console That Failed
Nintendo
EA Walked Away From the FIFA Name. It Kept Everything That Mattered.
Electronic Arts
eBay Spun Off PayPal and Got the Smaller Half. By Design.
eBay
Shopify Spent $2.55B to Arm the Rebels Against Amazon. Then It Surrendered for Equity in a Startup.
Shopify
BlackBerry's Keyboard Was a Brilliant Answer to a Question Customers Stopped Asking.
BlackBerry
Samsung Paid Micron to Learn Memory Chips in 1983, Then Spent Into Downturns Until It Won
Samsung
Google+ Failed in Five Seconds. Most People Never Even Lasted That Long.
Alphabet (Google)
Intel Solved the Innovator's Dilemma Once. The iPhone Wasn't the Same Test.
Intel
Costco Could Raise Your Fee More Often. The Reason It Won't Is Worth $5 Billion.
Costco
Costco Spent 25 Years in Korea to Learn How to Win China in Five.
Costco
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