Lens family
108 analysesPricing ✕
Tesla Cut Prices Six Times in One Quarter. The Margin Never Came Back.
Tesla
Starbucks Didn't Sell China Coffee. It Sold a Price Tag You Could Be Seen Holding.
Starbucks
Broadcom Doesn't Buy Companies. It Buys Customers Who Can't Leave.
Broadcom
H&M's Inventory Glut Wasn't a Shein Problem. It Was a Currency Mirage and a Self-Inflicted One.
H&M
Shein's Real Edge Isn't a Tariff Loophole. It's Never Guessing What You'll Want.
Shein
Shake Shack Sells a $9 Burger With Fine-Dining DNA. It Still Barely Makes a Dime.
Shake Shack
Diageo Bet the House on Drinkers Trading Up. Then They Stopped.
Diageo
BMW's Pricing Power Is Real. It Just Found Out It Was Renting It in One Country.
BMW
Mercedes Climbed Up-Market to Escape Volume. In 2024 Volume Came Back to Collect.
Mercedes-Benz
Ferrari Says It Sells One Less Car Than the Market Wants. It Sold 13,752 Last Year.
Ferrari
Hyundai Climbed From 36th in Quality to the Top. Then It Quietly Stopped Selling Cheap.
Hyundai
NIO Sells You a Car Without the Battery. The Battery Is the Whole Business.
NIO
Chevron's 'Capital Discipline' Is a Promise to Pay You, Not Proof It Invests Well
Chevron
Hermès Killed the Birkin Waitlist in 2010. The Scarcity Got Worse on Purpose.
Hermes
Kering Looks Like a Luxury Portfolio. It's a Leveraged Bet on One House's Mood Swings.
Kering (Gucci)
Chanel Doubled the Price of a Handbag in a Decade. Inflation Explains Almost None of It.
Chanel
BYD Doesn't Win on Subsidies. It Wins Because It Builds the Car Backwards.
BYD
BMW Found the Exact Line Premium Buyers Won't Cross — and Stepped Over It.
BMW
McDonald's Didn't Fix Its Value Problem for $5. Coca-Cola Paid $4.6M to Patch It.
McDonald's
Chanel Nearly Doubled Its Most Famous Bag in Six Years. Then It Found the Ceiling.
Chanel
Spotify Took Sixteen Years to Make a Profit. The Free Tier Wasn't the Funnel Everyone Thinks.
Spotify
Disney+ Didn't Grow Its Way to Profit. It Squeezed Its Way There.
Disney
Netflix's Pricing Ladder Looks Like an Evolution. It's a Ratchet.
Netflix
Netflix Didn't Convert Freeloaders. It Fixed a Leak It Spent a Decade Drilling.
Netflix
Aldi Doesn't Have Low Prices. It Has a Machine That Can't Charge High Ones.
Aldi
Broadcom Didn't Buy VMware to Run It. It Bought VMware to Reprice It.
Broadcom
The H100's Price Has Almost Nothing to Do With the Chip
Nvidia
Google Pays Apple $20 Billion a Year to Not Compete. The Court Just Made It Renewable.
Alphabet (Google)
Snowflake Charges for the Gas, Not the Car. That's the Trap and the Genius.
Snowflake
Apple Doesn't Refuse to Compete on Price. It Refuses to Look Like It Does.
Apple