A Walgreens Story: What Happens When Retail Hits a Wall
Sycamore Capital's private buyout of Walgreens shows how strategic missteps brought Walgreens low.
7 min read
Thoughtful business analysis
Latest issues
Beyond the Headlines: The Real Reason Skechers Walked Away from Wall Street
Skechers recently made headlines after being acquired by 3G Capital for $63 per share. Media coverage was quick to connect the buyout to U.S.–China tariffs. This story, in my view, misses the real point.
7 min read
Exclusivity vs Accessibility: How Hermès’s Strategy Beat LVMH
Hermès and LVMH are both luxury powerhouses with deep French roots going back to the 19th century. They have grown over the last 20 years, setting trends and influencing the industry’s direction. In this newsletter, I’ll explain what makes the difference.
8 min read
A Firm Responds to Tariffs
Firms are scrambling to respond to Trump's Tariffs. The uncertainty of the tariff regime adds extra challenge. In this article, we build three successive problems and solve them using fundamental building blocks.
6 min read