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108 analysesPricing ✕

Airbnb Didn't Lead on Honest Pricing. It Got Marched There Three Times.

Hyundai's Famous Warranty Wasn't a Gamble on Its Cars. It Was a Bet on Bad Information.

Jeep and Ram Charged 20% More Than the Market. The Market Said No.

NIO's 'No Price War' Pledge Lasted Eight Weeks. The Real Moat Was Never the Price.

Tesla Didn't Refuse to Advertise. It Hid the Bill.

Porsche's Options Game Is Real. The 'Empire Built on Them' Is a Myth Its Own 2025 Numbers Demolished.

P&G's Pricing Power Looked Like a Moat. Then It Vanished in Two Years.

Procter & Gamble

Aramco Pulls Oil From the Ground for $3.53. The Kingdom Needs $96 to Break Even.

AB InBev Is Selling Less Beer Every Year. So Why Is It Making More Money?

Anheuser-Busch InBev

Mondelez Raised Chocolate Prices 8%. Shoppers Bought 11% Less. That's Not Pricing Power.

Nestle Bet on Selling Less, Pricier Stuff. The Bet Is Sound — and Quietly Stalling.

PepsiCo Didn't Have Pricing Power. It Had a Loan Against Future Volume.

Starbucks Kept Raising the Price. Then the People Stopped Coming.

Starbucks Built a Frictionless Front Door and Forgot the Kitchen Couldn't Keep Up

Chipotle Proved It Had Pricing Power. Then It Found the Edge of It.

The Dollar Menu Wasn't a Gift to You. It Was a Leash on the Franchisee.

Burberry Spent £700M Climbing the Luxury Ladder. It Still Had One Foot in the Outlet Mall.

Gucci Called It "Premiumization." The Numbers Called It a Freefall.

BASF Built the World's Most Efficient Chemical Plant on Cheap Gas. Then the Gas Stopped Being Cheap.

Dow Calls Itself a Specialty Chemical Company. The Spread Cycle Disagrees.

Rio Tinto Doesn't Set Its Prices. The Whole Company Is a Bet on One Number It Can't Control.

Paramount+ Climbed to #4 in Streaming. That Was Never a Place You Could Stay.

Spotify Held $9.99 for Twelve Years. It Wasn't Discipline. It Was a Hostage Situation.

Netflix Didn't Crack Down on Password Sharing. It Ran a Two-Year A/B Test.

Lyft Didn't Kill Surge Pricing. It Turned Hating It Into a Brand.

Amex Charges Merchants More So It Can Pay Cardholders More. The Loop Is the Whole Trick.

American Express

Lilly Sells the Same Drug at $1,086 and $299. The Gap Is the Strategy.

The $2 Million Drug Wasn't the Scandal. The Hidden Data Was.

Purdue Didn't Get Caught Once. It Kept Selling to Diverters for a Decade After.

Target Sells $31 Billion of Its Own Brands. The Trick Is That Most of Them Aren't Premium.