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  1. 1. Harvard Business School Publishing Case Map for Hitt, Ireland & Hoskisson Strategic Management: Competitiveness & Globalization, 8th Edition (Cengage/South-Western, ©2009) This map was prepared by an experienced editor. Faculty at Harvard Business School were not involved in analyzing the textbook or selecting the cases and articles. Every case map provides only a partial list of relevant items from HBS Publishing. To explore alternatives of for more information an the cases listed below, visit: www.hbsp.harvard.edu/educators 1. Strategic Management & Setting Description Strategic Competitiveness Setting: Designed as an overview of all aspects of the strategy process: industry analysis, positioning, dynamics and Russia; Food sustainability, and scope issues of corporate strategy, including vertical integration, horizontal diversification, industry; $25 and location issues. Ice-Fili is the largest ice cream producer in Russia in 2002, but is facing strong Ice-Fili million revenues; competition from Nestle despite its success over other multinational competitors. Contains detailed exhibits, Michael G. Rukstad; Sasha 2002 allowing deeper analyses. Teaching Purpose: To introduce students to strategy. Mattu; Asya Petinova Product#: 703516 Subjects Covered: Business policy, Competition, Competitive strategy, Corporate strategy, Emerging markets, Five forces, Food processing industry, General management, Industry analysis, Manufacturing industry, Russia, Strategy formulation. Setting: Description: United States; Focuses on the evolution of Wal-Mart's remarkably successful discount operations and describes the Wal-Mart Stores, Inc. Retail industry; company's more recent attempts to diversify into other businesses. The company has entered the warehouse Stephen P. Bradley, Pankaj large; $68 billion club industry with its Sam's Clubs and the grocery business with its Supercenters, a combination supermarket Ghemawat, Sharon Foley revenues; 440,000 and discount store. Wal-Mart experienced a drop in the value of its stock price in early 1993, which it still has Pub. Date: September 18, employees; 1994 not made up. Wal-Mart has advantages over its competitors in areas such as distribution, information 2003 technology, and merchandising, to name a few. Product#: 9-794-024 Subjects Covered: Competition, Discount department stores, Industry structure, Strategy formulation, Strategy implementation. Setting: A modest health and tennis club in 1962, Bally Total Fitness had grown to become one of the major firms in United States; the $14 billion U.S. health club industry in 2004. Throughout its history, Bally had faced its share of challenges Fitness industry; as it rose to become a leading health club operator. The last couple of years had proven particularly difficult, $954 million however: Bally's stock price had collapsed, it restated earnings in 2003 to the chagrin of stockholders, and the Bally Total Fitness revenues; 22,200 U.S. Securities and Exchange Commission began investigating the company's accounting procedures. Also, John R. Wells, Elizabeth A. employees; Bally faced significant competition from the likes of privately owned 24 Hour Fitness, which had $1 billion in Raabe 2003-2004 sales in 2003. In 2004, under the direction of CEO Paul Toback, the company streamlined advertising efforts-- Pub. Date: November 14, targeting undertapped segments of the population--cut costs, and modified the firm's internal controls. 2005 Management's focus remained on increasing membership and maximizing revenue per member. Would Product#: 9-706-450 Toback's efforts get the company's price back up, inspire stockholder confidence in Bally, and resist a rumored takeover, enabling Bally to remain a major player in the industry? A rewritten version of earlier cases. Subjects Covered: Accounting, Competitive strategy, Five forces, Health, Industry analysis, Industry structure, Profits, Service organizations. Nucor at a Crossroads Setting: Description: Publication Date: Aug 31, Charlotte, NC; Nucor is a minimill deciding whether to spend a significant fraction of its net worth on a commercially
  2. 2. 1992 Steel industry; Availability: In Stock Fortune 500; $1 Author(s): Pankaj Ghemawat, billion assets; 1987 unproven technology in order to penetrate a large but hitherto inaccessible segment of the steel market. This Henricus J. Stander III case is an integrative one designed to facilitate full-blown analysis of a strategic investment decision. Type: Case (Field) Subjects Covered: Product Number: 9-793-039 Capital investments, Competition, Economic analysis, Expansion, Technological change. Revision Date: Assignment Sheet and Assessment Rubric Available Jan 20, 1998 Length: 22p 2. The External Setting Environment: Opportunities, Threats, Description Industry Competition, and Competitor Analysis. Crown Cork & Seal in 1989 Setting: Publication Date: United States; Mar 1, 1993 Packaging, carton Revision Date: & container Description: Jul 26, 2005 industries; Fortune Describes the structure and recent trends of the metal container industry, Crown's successful strategy for Availability: In Stock 500; $1.8 billion competing in the industry, and John Connelly's leadership over more than 20 years. In 1989, William Avery Author(s): revenues; 1989 succeeded Connelly as CEO and is forced to consider new strategic options in the face of industry change. May Stephen P. Bradley, Sheila be used with How Global Brands Compete (R0409D) 8p Douglas B. Holt, John A. Quelch, Earl L. Taylor Cavanaugh Assignment Sheet and Assessment Rubric Available Type: Case (Library) Product Number: 9-793-035 Length: 21p Teaching Note Setting: Computer Reservation Systems (CRS) vendors have enjoyed an indispensable role in the travel industry--75% Computer Reservation Global; Airline to 80% of all airline bookings are made by travel agents using CRSs. But by mid-1998, their solid position in Systems : An Industry of Its industry; 1998 the industry is being threatened by two forces: the Web Sites run by airlines that are capable of accepting Own bookings directly from customers, and a new CRS, supported by travel agencies around the world, called Ali F. Farhoomand, Andrew Lee Genesis. It is scheduled to go on trial in fourth quarter of 1998 and for launch in 1999. Pub. Date: January 01, 2000 Subjects Covered: Product#: HKU055 Corporate strategy, Electronic commerce, Five forces, Travel. Provides a broad overview of the numerous internal and external forces that were driving change in the global The Pharmaceutical pharmaceutical industry in 2003. These forces—including downward price pressures, political and social Industry: Challenges in the pressures, increased development costs, new technologies, new and different competitors, consolidation, and New Century threats to its basic business models—were changing the way drugs were discovered, developed, Stephen P. Bradley; James B. manufactured, tested, regulated, marketed, sold, and purchased. A rewritten version of an earlier case. Weber ©2003 (revision 2004) 32 Subjects Covered: Business & government, Competitive strategy, General management, Global Research pages Group, Industry analysis, Industry structure, Management of change, Manufacturing industry, Organizational Product#: 703489 behavior & leadership, Pharmaceuticals industry. Setting: Description: Internet & online In the wake of major competitive moves, CEO Tim Koogle and his senior team at Yahoo!, an Internet portal, services industries; must decide whether and how to adjust their strategy. Following deals between AOL and Netscape, Excite and Yahoo!: Business on $30 billion market @Home, Infoseek and Disney, and Snap and NBS, Yahoo! faces the prospect of being the last portal without a Internet Time value; 900 significant partner. Students must grapple with the benefits and costs of integration in the rapidly changing Jan W. Rivkin, Jay Girotto employees; 1999 world of the Internet. Special emphasis is given to the interactions among Yahoo!'s functions and the effects Pub. Date: July 10, 1999 of those interactions on firm flexibility. Product#: 9-700-013 Subjects Covered: Competition, Internet, Search engines, Strategy formulation. 3. The Internal Setting Description
  3. 3. Environment: Resources, Capabilities, and Core Competencies Starbucks is faced with the issue of how it should leverage its core competencies against various opportunities for growth, including introducing its coffee in McDonalds, pursuing further expansion of its retail operations, and leveraging the brand into other product areas. The case is written so that students need to first identify where Starbucks’ competencies lie along the value chain, and then assess how well those Starbucks competencies can be leveraged across the various alternatives. Also provides an opportunity for students to Mary M. Crossan; Ariff Kachra assess what is driving growth in this company. Starbucks has a tremendous appetite for cash since all its ©1998, 28 pages stores are corporate, and investors are betting that it will be able to continue its phenomenal growth so it Product#: 98M006 needs to walk a fine line between leveraging its brand to achieve growth and not eroding it in the process. Subjects Covered: Brands, Competitive strategy, Core competency, Corporate strategy, Entrepreneurship, Fast food industry, Growth strategy, Industry analysis, Marketing strategy, Product management, Service industry. Setting: Description: Documentum, Inc. Silicon Valley; Describes Jeff Miller's attempt to implement Geoffrey Moore's crossing the chasm ideas at enterprise software Rajiv Lal , Sean Lanagan Software industry; vendor, Documentum. Pub. Date: September 18, start-up; $2 million Subjects Covered: 2001 revenues; 20 Entrepreneurial management, Information technology, Market selection, Marketing strategy, New product Product#: 9-502-026 employees; 1993 marketing, Sales strategy, Software. Setting: Description: Palm Beach, FL; Digital Angel is considering the appropriate marketing plan for the launch of its new locator device. The 2001 device, a watch and pager worn in combination, provides GPS location information and monitors heart rate Digital Angel and body temperature via body sensors. Parents of young children and caregivers of Alzheimer's patients are Youngme Moon, Kerry Herman the initial target markets for the device, but at least 26 potential markets have been identified for the product. Pub. Date: November 09, Building a brand and generating positive word of mouth are central to the marketing plan decision. But the 2001 technology also raises concerns over privacy issues, and the benefits of the product are complex and Product#: 9-502-021 challenging to communicate. Subjects Covered: Advertising strategy, Consumer marketing, Innovation, Marketing planning, New product marketing, Product development, Product introduction, Technology. Adolph Coors in the Brewing Setting: Industry United States; Description: Publication Date: Aug 20, Fortune 500; Describes a company that had traditionally followed a strategy quite distinct from its major competitors', its 1987 1975-1985 eventual decision to imitate them, and its subsequent performance. Availability: In Stock Subjects Covered: Author(s): Pankaj Ghemawat Beverages, Competition, Industry analysis, Industry structure. Type: Case (Library) Assignment Sheet and Assessment Rubric Available Product Number: 9-388-014 Revision Date: Jun 23, 1992 Length: 21p
  4. 4. 4. Business Level Strategy Setting Description Airborne Express (A) United States; Publication Date: Express delivery; In the wake of a highly successful quarter, senior managers of Airborne Express, the third largest player in the Feb 5, 1998 $2.5 billion express mail industry, review the firm's competitive position. Airborne has survived, and recently prospered, Revision Date: revenues; 20,000 in an industry with significant economies of scale even though it is much smaller than industry giants Federal Dec 7, 1999 employees; 1997 Express and United Parcel Service. The case challenges students to understand Airborne's unusual position. Availability: In Stock Detailed data allow students to analyze Airborne's relative cost position, the fit among its activities, the Author(s): differences between Airborne and its rivals, and the evolution of its industry. Using these analyses, students Jan W. Rivkin make recommendations concerning the firm's pricing policy, its globalization efforts, and a partnership with a Type: Case (Library) related company. Designed to be taught in a course on business-unit strategy. May be used with Selected Product Number: 9-798-070 Exhibits from Airborne Express (A), Spreadsheet (9-703-751). Length: 23p Teaching Note Samsung Electronics China; Global; Publication Date: South Korea; Jun 30, 2005 Electronics Revision Date: industry; Jul 29, 2006 Semiconductor Availability: In Stock industry; $78.5 When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students Author(s): billion revenues; assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was Jordan Siegel, James Jinho 113,000 possible. Moreover, Samsung Electronics' long-held competitive advantage is under renewed attack. Students Chang employees; 2005 also can assess how Samsung should respond to large-scale Chinese entry into its industry. Type: Case (Field) Product Number: 9-705-508 Language: English Length: 26p Teaching Note Setting: XM Satellite Radio is a radically new way to listen to radio. Management must develop a marketing strategy to Radio; 2002 launch the firm and the category. A crucial aspect of the strategy is to determine which of two business models the company will pursue. Should it focus predominantly on charging customers a monthly subscription fee or on selling advertising time to advertisers? This decision is closely related to target market selection and to the choice of optimal price points for subscription fees and radio receivers. Market research commissioned by XM provides rich insights into these issues. In addition, XM management needs to figure out how to XM Satellite Radio (A) establish partnerships with the leading electronics manufacturers. A consideration of its market share and David B. Godes, Elie Ofek channel presence are essential to XM’s ultimate success in integrating satellite radio into home and car audio 25 pages ©2003 (Update systems. As it formulates its plan, XM needs to take into account the competitive landscape, primarily 2004) comprised of broadcast radio (AM and FM) that has been in existence for many years and is offered for free, Product#: 9 504009 as well as a second satellite radio provider (Sirius). Subjects Covered: Broadcasting industry, Business models, Communications industry, Competition, Competitive strategy, Corporate strategy, Decision making, Entertainment industry, General management, Managerial skills, Managers, Marketing strategy, Pricing, Product introduction, Product life cycle, Product management, Service industry, Services, Technology. Setting: Description: United States; Clorox's Brita skillfully exploits a tide of water safety concerns, growing a home water (filtration) business Consumer from inception to a 15% U.S. household penetration in ten years. The dilemma in the case arises as the period The Brita Products Co. products; $200 of increasing returns seems to be drawing to a close, and management must use its legacy, an installed based John Deighton million revenues; and a strong brand equity, to take the business forward into a less friendly environment. Students can model Pub. Date: August 30, 1999 1989-1999 the relation between the primary demand for pitchers and the derived demand for filters to decide where they Product#: 9-500-024 want to put future investments. Subjects Covered: Marketing management, New product marketing, Test markets, Water pollution. Assignment Sheet and Assessment Rubric Available
  5. 5. Setting: Description: California; In early 2002, Pamela Pollace, vice president and director of Intel's worldwide marketing operations, is Semiconductor debating whether the company should extend its "Intel Inside" branding campaign to non-PC product Inside Intel Inside industry; $26 categories, such as cell phones and PDAs. The "Intel Inside" campaign has been one of the most successful Youngme Moon, Christina billion revenues; branding campaigns in history. However, the campaign is more than ten years old, and growth in the PC Darwall 83,000 employees; market appears to be stagnating. In contrast, sales of portable digital devices--such as PDAs and cell phones-- Pub. Date: June 05, 2002 2002 appear to be growing at a healthy rate. Pollace is debating whether the "Intel Inside" campaign will work in Product#: 9-502-083 these other product categories, even though Intel doesn't dominate these other markets like it does the PC market, and it isn't clear that consumers will associate Intel with these other markets. Subjects Covered: Advertising, Brands, Consumers, Direct marketing. Callaway Golf Co. Setting: Description: Publication Date: Aug 11, Carlsbad, CA; Golf; Describes a situation faced by Mr. Ely Callaway, the 80-year-old founder, chairman, and CEO of Callaway Golf 2000 $800 million Co., in the fall of 1999. After a decade of stunning success with the marketing concept, Callaway suffered a Availability: In Stock revenues; 1999 significant loss and witnessed a steep decline in sales in 1998. Mr. Callaway had built a $800 million business Author(s): Rajiv Lal, Edith D. by making a truly more satisfying product for the average golfer, making it pleasingly different from the Prescott competition and communicating the benefits to the consumer. The results in 1998 forced Mr. Callaway to Type: Case (Field) reconsider the marketing program that had successfully supported the product until now. Product Number: 9-501-019 Subjects Covered: Revision Date: Consumer marketing, Distribution channels, Marketing mixes, Marketing strategy. Sep 26, 2005 Assignment Sheet and Assessment Rubric Available Length: 23p 5. Competitive Rivalry & Setting Description Competitive Dynamics Matching Dell Global; Computer Publication Date: industry; Fortune Jun 6, 1999 500; $19 billion Availability: In Stock revenues; 1998 After years of success with its vaunted "Direct Model" for computer manufacturing, marketing, and Author(s): distribution, Dell Computer Corp. faces efforts by competitors to match its strategy. This case describes the Jan W. Rivkin, Michael E. Porter evolution of the personal computer industry, Dell's strategy, and efforts by Compaq, IBM, Hewlett-Packard, and Gateway 2000 to capture the benefits of Dell's approach. Students are called on to formulate strategic Type: Case (Library) plans of action for Dell and its various rivals. Product Number: 9-799-158 Language: English Length: 31p Teaching Note Setting: Examines the industry structure and competitive strategy of Coca-cola and Pepsi over 100 years of rivalry. United States; New challenges of the 21st century included boosting flagging domestic cola sales and finding new revenue Global; Beverage streams. Both firms also began to modify their bottling, pricing, and brand strategies. They looked to industry; Fortune emerging international markets to fuel growth and broaden their brand portfolios to include noncarbonated 500; 2000 beverages like tea, juice, sports drinks, and bottled water. For over a century, Coca-Cola and Pepsi-Cola had vied for the "throat share" of the world's beverage market. The most intense battles of the cola wars were Cola Wars Continue: Coke fought over the $60 billion industry in the United States, where the average American consumes 53 gallons of vs. Pepsi in the Twenty-First carbonated soft drinks (CSD) per year. In a "carefully waged competitive struggle," from 1975 to 1995 both Century Coke and Pepsi had achieved average annual growth of around 10% as both U.S. and worldwide CSD David B. Yoffie; Yusi Wang consumption consistently rose. This cozy situation was threatened in the late 1990s, however, when U.S. CSD ©2004, 24 pages consumption dropped for two consecutive years and worldwide shipments slowed for both Coke and Pepsi. The Product#: 702442 case considers whether Coke's and Pepsi's era of sustained growth and profitability was coming to a close or whether this apparent slowdown was just another blip in the course of a century of enviable performance. A rewritten version of an earlier case by Michael E. Porter and David B. Yoffie. Subjects Covered: Beverages, Competition, Competitive strategy, Corporate strategy, Food processing industry, Global business, Industry analysis, Industry structure, International business Assignment Sheet and Assessment Rubric Available
  6. 6. Wal-Mart Stores in 2003 Setting: Description: Publication Date: Sep 18, United States; Examine's Wal-Mart's development over three decades and provides financial and descriptive detail of its 2003 Retail industry; domestic operations. In 2003, Wal-Mart's Supercenter business has surpassed its domestic business as the Availability: In Stock $245 billion largest generator of revenues. Its international operation seems poised to become the next growth driver for Author(s): Pankaj Ghemawat, revenues; the company as it marches toward the trillion dollar sales mark. But problems are starting to surface even as Stephen P. Bradley, Ken Mark 1965-2003 the company is winning recognition as the number one company in the Fortune 500--unions keep pressuring Type: Case (Library) its minimum-wage employees and allegations of gender discrimination are alleged. Teaching purpose: To Product Number: 9-704-430 introduce students to creating a competitive advantage. Language: English Subjects Covered: Revision Date: Competitive advantage, Corporate strategy, Discount department stores, Distribution planning, Information Jan 30, 2004 technology, International business, Management controls, Mass merchandising. Length: 32p Assignment Sheet and Assessment Rubric Available Setting: Description: Global; Personal In 1980, Apple was the leader of the personal computer industry, but by 2002 it had suffered heavy losses at Apple Computer—2002 computer industry; the hands of the Wintel camp. This case examines Apple's strategic moves as the PC industry evolves in the David B. Yoffie, Yusi Wang Fortune 500; $5.4 21st century and poses the question: Can Steve Jobs make Apple "insanely great" again? Product Number: 9-702-469 billion revenues; Subjects Covered: 9,600 employees; Competitive advantage, Corporate strategy, Industry analysis, Strategy formulation. 1977-2002 Setting: United States; Description: Computer industry; Apple Computer, 2005 Apple has reaped the benefits of its innovative music player, the iPod. However, its PC and server business Consumer David B. Yoffie, Barbara J. continue to hold small market share relative to the worldwide computer market over the past few years. Will electronics; $8.2 Mack the iPod lure new users to the Mac? Will Apple be able to produce another cutting-edge device quickly? billion revenues; Product Number: 9-705-469 Subjects Covered: 11,695 employees; Computer systems, Innovation. 2004-2005 Bitter Competition: The Setting: Holland Sweetener Co. vs. Global; Sugars & Description: NutraSweet (A) sweeteners The NutraSweet Co. has very successfully marketed aspartame, a low-calorie, high-intensity sweetener, Publication Date: Dec 28, industry; large; $2 around the world. NutraSweet's position was protected by patents until 1987 in Europe, Canada, and Japan, 1993 billion revenues; and until the end of 1992 in the United States. The case series describes the competition that ensued between Availability: In Stock 1965-1992 NutraSweet and the Holland Sweetener Co. (HSC) following HSC's entry into the aspartame market in 1987. Author(s): Adam Describes the subsequent move and countermove in both the marketplace and the courts. Also, discusses the Brandenburger, Maryellen business "game" that takes place at both the tactical and value levels. Ends with the final countdown to the Costello, Julia Kou expiration of NutraSweet's U.S. patent. Type: Case (Field) Subjects Covered: Product Number: 9-794-079 Beverages, Competition, Food, Game theory, Patents, Strategy formulation. Revision Date: Assignment Sheet and Assessment Rubric Available Nov 13, 2000 Length: 14p 6. Corporate Level Setting Description Strategy Describes the development of a successful corporate strategy based on the acquisition and subsequent consolidation of low-technology manufacturing companies. Starting with a company history and discussion of Cooper Industries’ current business segments, the case goes on to detail the innovation of corporate headquarters in strategy Corporate Strategy (A) formulation and operations. Highlights the synergistic possibilities in alike acquisitions and addresses the issue David J. Collis; Toby Stuart of long-term value creation in acquisition-oriented firms. Emphasis is placed on the systems and procedures 1991 (Update 1995) 26 pages installed to implement the corporate strategy. Product#: 391095 Subjects Covered: Acquisitions, Competition, Competitive strategy, Corporate strategy, Finance, Mergers, Mergers & acquisitions, Strategic planning, Strategy formulation, Strategy implementation.
  7. 7. Allianz (A1): An Insurer Setting: Description: Acquiring a Bank? Germany; Financial The deal of the year in 2002, was the acquisition of Dresdner Bank by Allianz. Written from the perspectives of Joseph L. Bower, Marc L. services; 37 billion Allianz's CEO, Henning Schulte-Noelle, before and after the deal and a regional manager implementing the Bertoneche, Anders Sjoman, euros revenues; concept of a full-line financial service provider. Presents the original question facing Schulte-Noelle: "Should Sonja E. Hout 2000-2001 Allianz acquire Dresdner?" Pub. Date: August 16, 2004 Subjects Covered: Product Number: 9-305-013 Acquisitions, Banking, Financial services, Implementation, Insurance, Strategic planning. Google, Inc. Mountain View, CA; Publication Date: United States; Jan 12, 2006 Advertising Describes Google's history, business model, governance structure, corporate culture, and processes for Revision Date: industry; Internet managing innovation. Reviews Google's recent strategic initiatives and the threats they pose to Yahoo, Feb 21, 2006 & online services Microsoft, and eBay. Asks what Google should do next. One option is to stay focused on the company's core Availability: In Stock industries; competence, i.e., developing superior search solutions and monetizing them through targeted advertising. Author(s): Software industry; Another option is to branch into new arenas, for example, build Google into a portal like Yahoo or MSN; extend Thomas R. Eisenmann, Kerry $6.1 billion Google's role in e-commerce beyond search, to encompass a more active role as an intermediary (like eBay) Herman revenues; 5,000 facilitating transactions; or challenge Microsoft's hegemony over the PC desktop by developing software to Type: Case (Library) employees; 2005 compete with Office and Windows. Product Number: 9-806-105 Language: English A rewritten version of an earlier case. Length: 34p Teaching Note Setting: Description: United States; Describes the transformation of a company's corporate-level strategy. Begins by laying out the strategy that Personal care brought the Newell Co. stunning success for nearly three decades. The highly integrated, internally consistent products; strategy was tailored for manufacturing and selling a particular genre of products to a particular kind of Household product customer. In the mid-1990s, Newell encountered some shifts in its competitive environment and a subtle Newell Rubbermaid: industry; $7.75 erosion in profits. In 1999, the $3.5 billion company paid a 49% premium to acquire the $2.5 billion Strategy in Transition billion revenues; Rubbermaid Co., in part for its product development process and strong consumer brands. After the Cynthia A. Montgomery, 47,000 employees; acquisition, the profits of the combined enterprise deteriorated at an accelerated rate and the CEO was Rhonda Kaufman, Carole A. 2001-2003 replaced. In less than a year, a fundamentally new strategy was announced, profits improved, and both Wall Winkler Street and major retailers were encouraged. Some setbacks followed, leading to reduced earnings and revised Pub. Date: March 23, 2004 expectations. Exposes students to the pains and struggles of changing a deeply ingrained and long-lived Product Number: 9-704-491 strategy. Also forces them to confront the question of whether the new strategy is the right one and the markers one should seek to prove the case. Subjects Covered: Acquisitions, Competition, Corporate strategy, Mergers, Mergers & Acquisitions, Strategic planning, Strategy formulation, Strategy implementation. 7. Acquisition and Setting Description Restructuring Strategies Hewlett-Packard-Compaq: Computer industry; The Merger Decision $70 billion Publication Date: revenues; 140,000 Apr 8, 2004 employees; Revision Date: 2001-2002 Hewlett-Packard's proposed $24 billion acquisition of rival Compaq marked the largest merger in the history of Sep 14, 2004 the computer industry. The merger was Hewlett-Packard's response to sweeping changes impacting the Availability: In Stock technology industry. The severity of the stock market's reaction to the deal's announcement, coupled with a Author(s): "slim but sufficient" 51.4% shareholder approval margin, left many wondering whether the deal was beneficial Krishna G. Palepu, Jonathan for shareholders. Barnett Type: Case (Library) Product Number: 9-104-048 Length: 32p
  8. 8. The Debate Over Unbundling United States; General Motors: The Delphi Automotive Divestiture and Other industry; Fortune Possible Transactions 500; $180 billion Publication Date: revenues; 350,000 Ever since General Motors (GM) announced in February 1997 its intention to divest Delphi Automotive Nov 8, 1999 employees; 1999 Systems--its upstream parts manufacturing operations--Wall Street had called for further unbundling, and Revision Date: various stakeholders competed for their claim of value represented by GM. The case presents GM's four Jun 12, 2002 options for the Delphi unit and raises valuation and governance issues regarding the remaining corporate Availability: In Stock assets. A rewritten version of an earlier case. Author(s): Malcolm S. Salter Type: Case (Library) Product Number: 9-800-196 Length: 18p Marks & Spencer: The Setting: Description: Phoenix Rises London; Retail The great U.K. retailer fell on hard times in 1998. In 2001, a new CEO was recruited who appears to have Publication Date: May 2, industry; 8 billion succeeded in turning around this world-renown company. This case examines the steps he took (strategic, 2003 pounds revenues; structural, and recruiting key people) and highlights a series of fundamental questions that remain. Can the Availability: In Stock 70,000 employees; company regain its premium retail brand given the new competition and given the breadth of market Author(s): Joseph L. Bower 2000-2002 segments that it addresses under one roof? Are the new approaches to sourcing and segmentation sound? Type: Case (Field) Should the firm seriously consider reentering the international retail markets? Product Number: 9-303-096 Subjects Covered: Revision Date: Brands, Corporate strategy, Market segmentation, Teams. Nov 17, 2005 Assignment Sheet and Assessment Rubric Available Length: 29p 8. . International Strategy Setting Description In 1998, Newell Co., a manufacturer of low-tech, high-volume consumer goods, acquired Calphalon Corp., a high-end cookware company, and Rubbermaid, a $2 billion manufacturer of consumer and commercial plastic Newell Co.: Corporate products. The case focuses on Newell’s strategy and its elaboration throughout the organization, as well as the Strategy importance of selecting appropriate acquisitions to grow the company. Do Calphalon and Rubbermaid fit with Cynthia A. Montgomery; the company’s long-term strategy of growth through acquisition and superior service to volume customers? A Elizabeth J. Gordon rewritten version of an earlier case.. ©1999 22 pages (updated) Product#: 799139 Subjects Covered: Acquisitions, Competitive strategy, Consumer goods, Consumer products industry, Corporate strategy, Diversification, Entrepreneurship, Growth strategy, Household products, Manufacturing industry, Mergers & acquisitions, Strategic planning. Setting: Traces changes in P&G’s international strategy and structure, culminating in Organization 2005, a Japan; United reorganization that places strategic emphasis on product innovation rather than geographic expansion and States; Consumer shifts power from local subsidiary to global business management. In the context of these changes introduced products; $38 by Durk Jager, P&G’s new CEO, Paolo de Cesare is transferred to Japan, where he takes over the recently billion revenues; turned-around beauty care business. Within the familiar Max Factor portfolio he inherits is SK-II, a fast- P&G Japan: The SK-II 110,000 growing, highly profitable skin care product developed in Japan. Priced at over $100 a bottle, this is not a Globalization Project employees; 1999 typical P&G product, but its successful introduction in Taiwan and Hong Kong has de Cesare thinking the brand Christopher A. Bartlett has global potential. As the case closes, he is questioning whether he should take a proposal to the beauty ©2004, 24 pages care global business unit to expand into Mainland China and/or Europe Product#: 303003 Subjects Covered: Asia, Consumer products industry, Corporate strategy, Cosmetics, General management, Global business, Globalization, Innovation, Innovation & entrepreneurship, International business, International management, International marketing, Japan, Manufacturing industry, Marketing, Multinational corporations, Operations management, Organization, Organizational structure, Product development, , Strategy implementation, Subsidiaries.
  9. 9. Setting: Description: Asia; Europe; Lincoln Electric, a 100-year-old manufacturer of welding equipment and consumables based in Cleveland, United States; Ohio, motivates its U.S. employees through a culture of cooperation between management and labor and an Welding; $1.1 unusual compensation system based on piecework and a large bonus based on individual contribution to the billion revenues; company's performance. Despite opening a few international sales and production ventures in Canada, 6,300 employees; Australia, and France, Lincoln remained focused on manufacturing in the United States until 1988. At that Lincoln Electric: Venturing 1988-1997 time, the company's new CEO expanded manufacturing through acquisitions and greenfields in 11 new Abroad countries, attempting to transfer its unique management philosophy to each. However, Lincoln was unable to Christopher A. Bartlett, Jamie replicate its highly productive system abroad. Operational problems led to a major restructuring in the early O'Connell 1990s, supervised by Anthony Massaro, a newcomer to the company. In 1996, Massaro was named CEO and Pub. Date: January 14, 1998 set about expanding the company's manufacturing base through a new strategy. The case concludes in Asia, Product Number: 9-398-095 where Lincoln's regional president is trying to decide whether and how to establish a manufacturing presence in Indonesia, and in particular whether to try to transfer Lincoln's unique incentive-driven management system. Subjects Covered: Incentives, International business, International operations, Manufacturing, Multinational corporations, Strategy implementation. Setting: Description: Appliance industry; Atlas must decide whether to acquire La Indeca, increasing its Central American presence, or to focus on $43 million larger Latin American markets where higher growth is possible. In the year 2000, Jorge Rodriguez was in revenues; 850 charge of Atlas Electrica, the largest home appliance firm in Central America. Although it had almost doubled Atlas Electrica: employees; 2000 its sales in the 1990s, by the end of the decade Atlas was experiencing a declining market share in its home International Strategy region and facing increasing competition from outside the region, especially from Mexican and Korean Michael E. Porter, Arturo Condo multinationals. At the time, Atlas' main competitor in Central America, El Salvador-based Indeca, was up for Pub. Date: November 07, sale. Atlas Electrica, based in Costa Rica, served more than a dozen Latin American countries. Since its 2003 establishment in 1961, it had served Central American markets with different types of home appliances, later Product#: 704435 focusing on white-goods for middle-income segments of Central American consumers. In the mid-1990s, through a strategic alliance with Sweden's AG Electrolux, Atlas had expanded to Latin American markets beyond Central America. Subjects Covered: Alliances, Competitive advantage, Developing countries, Emerging markets, Globalization. Setting: Description: Global; Europe; Describes the development of the international strategies and organizations of two major competitors in the Philips versus Matsushita: A Japan; Electronics global consumer electronics industry. The history of both companies is traced and their changing strategic New Century, a New Round industry; large; postures and organizational capabilities are documented. Particular attention is given to the major Christopher A. Bartlett $40 billion-$60 restructuring each company is forced to undertake as its competitive position is eroded. A rewritten version of Pub. Date: September 21, billion revenues; an earlier case. 2001 270,000 Subjects Covered: Product Number: 9-302-049 employees; Competition, Electronics, International operations, Multinational corporations, Organizational change, 1970-2001 Organizational structure, Strategy implementation.
  10. 10. 9. Cooperative Strategy Setting Description Japan; France; On Wednesday, May 29, 2002, the board of directors of Renault-Nissan BV (RNBV) met for the first time to Automotive discuss the state of the alliance between Renault SA and Nissan Motors-two of the world's largest automakers. industry; $36 RNBV was a 50/50 joint venture company established in March of that year to oversee the strategy of the The Renault-Nissan Alliance billion revenues; alliance and all activities undertaken jointly by Renault and Nissan. The new company would "steer alliance Publication Date: 140,000 strategy and supervise common activities on a global level, while respecting the identity and culture of each May 9, 2003 employees; company and not interfering in operations." Executives at both companies believed much had been Availability: In Stock 2002-2003 accomplished in the first three years of the alliance. Nissan, under Carlos Ghosn's leadership, had improved its Author(s): finances dramatically and was rapidly reemerging as a major player in the global auto industry. Moreover, the Michael Y. Yoshino, Perry L. alliance partners were in line with their initial forecast of $3.3 billion in cost savings and synergies promised by Fagan 2002, according to their internal reporting. As the board prepared to meet, Louis Schweitzer and Ghosn Type: Case (Field) believed the alliance faced difficult challenges ahead. To what extent would the two companies be able to Product Number: 9-303-023 realize further savings and synergies, particularly in the areas of manufacturing and additional sales? How Length: 26p should the RNBV board address issues that had surfaced as employees of the two firms worked together across disparate corporate and national cultures, functions, and geographies? Ultimately, would the two firms be able to strike a balance between deepening their alliance while "respecting the identity and culture of each company and not interfering in operations?" Honda-Rover (A): Crafting United Kingdom; an Alliance Europe; Publication Date: Automotive Mar 1, 1999 industry; large; $7 Faced with vexing financial challenges in 1993, British Aerospace (BAe) is determined to shed its loss-making Revision Date: billion revenues; automaker, Rover. It offers to sell its stake in Rover to Honda, Rover's partner since 1979, but Honda is Nov 6, 2001 40,000 employees; reluctant to raise its stake in Rover. Meanwhile, BMW approaches BAe with a confidential bid to buy out Rover. Availability: In Stock 1979-1993 This case places these developments within the context of the history of the British auto industry, Rover's Author(s): heritage, evolution of the Honda-Rover partnership, and the rationale for BMW's interest in Rover. The case James K. Sebenius, Ashish series describes subsequent developments. Nanda, Ron S. Fortgang Type: Case (Library) Product Number: 9-899-223 Length: 28p Focuses on Millennium’s strategy to grow and revolutionize drug development through the use of new technologies such as genomics. Describes how Millennium Pharmaceuticals—a fast-growing biotechnology firm in Cambridge, MA—has used strategic alliances to finance the development of technology platforms based on Millennium Pharmaceuticals, the latest breakthroughs in genomics. As the firm considers developing pharmaceutical drugs itself, they face Inc. (A) a number of challenges: 1) Can they revolutionize drug development by making it more predictable, faster, Stefan Thomke; Ashok and less costly? 2) How should they select their alliances such that they move closer to becoming a Nimgade pharmaceutical firm and still attract the funding needed for their strategy? 3) How can they continue to grow Pub. Date: December 21, 1999 rapidly and attract and retain some of the best minds in the pharmaceutical industry? Product#: 600038 Subjects Covered: Alliances, Biotechnology, Competitive strategy, Corporate strategy, Employee retention, Entrepreneurship, Financing, Innovation & entrepreneurship, Marketing, Operations management, Pharmaceuticals, , Product development, Product life cycle, Strategy implementation.
  11. 11. Setting: Description: Switzerland; In October 2005, Urs Riedener, head of marketing at Swiss retailer Migros, is contemplating the company's Agribusiness; Food competitive position. Primarily a retailer for foods and near-foods products, the cooperative Migros, with close industry; Retail to 600 retail outlets in Switzerland (but only four outside its domestic market), is facing stiffer competition, industry; $4.2 both from existing competitors (such as Coop) and new arrivals (such as hard discounters Lidi and Aldi). Migros billion Swiss francs Riedener and Migros management have so far always had faith in Migros' position in the marketplace, built Forest L. Reinhardt, Vincent revenues; 9,700 around its governance structure (the customers were also the owners, creating a close link between the Dessain, Anders Sjoman employees; 2005 retailer and the market) and its emphasis on never selling harmful products. Socially, ecologically, and Pub. Date: December 14, 2005 ethically produced products was a key aspect of Migros' product offering. Riedner knows that Migros benefited Product Number: 9-706-028 from a unique position--and he wants to make sure that Migros defends it from both new and old competitors. Subjects Covered: Agribusiness, Competitive advantage, Competitive environment, Cooperatives, Corporate governance, Environmental protection, Food, International business, Product differentiation, Social enterprise, Strategy, Supply chain. Setting: Description: Global; Coffee; Starbucks, the world's leading specialty coffee company, developed a strategic alliance with Conservation 2002 International, a major international environmental nonprofit organization. The purpose of the alliance was to promote coffee-growing practices of small farms that would protect endangered habitats. The collaboration emerged from the company's corporate social responsibility policies and its coffee procurement strategy. The Starbucks and Conservation initial project was in the southern Mexican state of Chiapas and resulted in the incorporation of shade-grown International coffee into the Starbucks product line, providing an attractive alternative market for the farmer cooperatives James E. Austin, Cate Reavis at a time when coffee producers were in economic crisis due to plummeting world prices. Simultaneously, the Pub. Date: April 01, 2003 company had to deal with growing pressures from nonprofit organizations in the Fair Trade movement, Product Number: 9-303-055 demanding higher prices for farmers. Starbucks was reviewing the future of its alliance with Conservation International and its new coffee procurement guidelines aimed at promoting environmentally, socially, and economically sustainable coffee production. The nature of the industry puts the case in the global context from both the supply and demand sides. Subjects Covered: Agribusiness, Beverages, Corporate responsibility, Social enterprise, Strategic alliances. 10. Corporate Governance Setting Description Examines corporate strategy for a diversified firm in the French business context. Issues include corporate Vivendi: Revitalizing a governance, vision, and the management of unrelated diversification. After the company’s first loss ever, the French Conglomerate (A) Vivendi board elected a new chairman who completed a financial restructuring and articulated a new corporate Cynthia A. Montgomery, John strategy. His actions were in part determined by the French business environment, which does not easily M. Turner permit staff reductions, and by the increasing importance of foreign investors in France. ©1998 (Update 2003) 21 pages Subjects Covered: Business conditions, Competitive strategy, Conglomerates, Corporate culture, Corporate Product#: 799019 governance, Corporate strategy, Diversification, Economic conditions, Europe, France, General management, Leadership, Manufacturing industry, Organizational structure, Service industry, Vision Description: Many corporate boards adopt a one-size-fits-all approach to governance. Instead, they should consider that their primary role must shift depending on various conditions, both internal and external. Boards have four main functions--auditing, supervising, coaching, and steering--each with a different perspective and behavior. The roles reflect two main differences in board culture. The first type of board concerns itself mainly with The Case for Contingent shareholder interests or shareholder plus other stakeholder interests. The focus is on externalities. The second Governance type of board either monitors executives' activities or gets actively involved in the conduct of the organization. Paul Strebel Here the focus is on handling ineffective management. The basic role types are not mutually exclusive; Product Number: 9-SMR-127 instead they reflect different board cultures that result from different emphases on decision making and resource allocation. During any time period, a board must determine what its dominant role should be, given the current conditions. Subjects Covered: Corporate culture, Corporate governance, Corporate strategy, Leadership, Organizational behavior, Shareholders relations.
  12. 12. Setting: Description: The Board of Directors at Atlanta, GA; Soft Provides a history of the board of directors of the Coca-Cola Co. through 2003. Describes the evolution in the the Coca-Cola Co. drink industry; $20 board's membership, practices, and structure and the role it played in the company's governance. Questions Jay W. Lorsch, Rakesh billion revenues; are raised about the relationship between the board and top management, especially how the board is Khurana, Sonya Sanchez 2002-2003 carrying out its responsibilities in the 21st century. Pub. Date: August 11, 2003 Subjects Covered: Product Number: 9-404-039 Beverages, Corporate governance. 11. Organizational Setting Description Structures & Controls Describes the development of the international strategies and organizations of two major competitors in the global consumer electronics industry. The history of both companies is traced and their changing strategic Philips vs. Matsushita: A postures and organizational capabilities are documented. Particular attention is given to the major New Century, a New Round restructuring each company is forced to undertake as its competitive position is eroded. A rewritten version of Christopher A. Bartlett an earlier case. ©2003, 20 pages Product#: 302049 Subjects Covered: Competition, Competitive strategy, Corporate strategy, Electronics, Globalization, High technology, International business, International operations, Manufacturing industry, Multinational corporations, Organization, Organizational change, Organizational structure, Strategy implementation. Setting: Description: Massport (A): The Aftermath Boston, MA; This case looks at the turnaround at the Massachusetts Port Authority after the 9/11 terrorist attacks. It of 9/11 Transportation begins with the situation during the immediate aftermath of 9/11 and then describes how the new CEO Michael A. Roberto, Erika M. industry; $180 restructures the public agency to operate much more like a business organization. Ferlins million revenues; Subjects Covered: Product#: 304081 1,000 employees; Business government relations, Change management, Corporate culture, Leadership, Organizational design, 2001-2004 Organizational structure, Public sector, Security, Transportation. Sampa Video, Inc. Setting: Publication Date: Jun 13, 2001 Description: 2001 A video rental store is considering offering home delivery service. Management must value the project under Availability: In Stock different financing strategies and methods, specifically adjusted present value (APV) and weighted average Author(s): Gregor Andrade cost of capital (WACC). Type: Case (Gen Exp) Subjects Covered: Product Number: 9-201-094 Capital budgeting, Capital investments, Cash flow, Debt management, Financial strategy, Financing, Present Revision Date: value, Valuation. Oct 7, 2003 Assignment Sheet and Assessment Rubric Available Length: 3p 12. Strategic Leadership Setting Description Setting: GE is faced with Jack Welch’s impending retirement and whether anyone can sustain the blistering pace of United States; change and growth characteristic of the Welch era. After briefly describing GE’s heritage and Welch’s GE’s Two-Decade Global; $100 billion transformation of the company’s business portfolio of the 1980s, the case chronicles Welch’s revitalization Transformation: Jack revenues; 293,000 initiatives through the late 1980s and 1990s. It focuses on six of Welch’s major change programs: The Welch’s Leadership employees; “Software” Initiatives, Globalization, Redefining Leadership, Stretch Objectives, Service Business Christopher A. Bartlett; Meg 1981-1998 Development, and Six Sigma Quality Wozny ©1999 24 pages Subjects Covered: Business policy, Competitive strategy, Conglomerates, Corporate culture, Corporate Product#: 399150 strategy, Executives, General management, Leadership, Management of change, Manufacturing industry, Organizational behavior & leadership, Organizational change, Organizational development, Service industry, Strategy implementation, Upper management.
  13. 13. Howard Schultz and Seattle, WA; Retail Starbucks Coffee Company industry; $2.2 Publication Date: billion revenues; Investigates the entrepreneur's strategic initiatives to develop a mass market for specialty coffee in the 1980s Feb 13, 2001 37,000 employees; and 1990s. These initiatives included the development of premium products, rapid expansion of company- Revision Date: 1982-2001 owned stores--each with attractive retail environments and responsive customer service--and, especially, the Sep 30, 2005 creation of a strong brand. Also devotes considerable attention to how Schultz built the Starbucks Availability: In Stock organization, examining the consistent emphasis that he and his colleagues placed on the company's Author(s): relationship with its employees, how Schultz financed Starbucks' early expansion, how vertical integration Nancy F. Koehn ensured quality control, and how--strategically and operationally--the company managed its phenomenal Type: Case (Pub Mat) domestic and international growth after 1993. Product Number: 9-801-361 Length: 40p Teaching Note Setting: Description: Boston, MA; United Benaree Wiley, an African American, female HBS graduate (class of 1972), was appointed CEO and president States; 5 in 1991 of The Partnership, a Boston-based nonprofit dedicated to developing leadership potential in employees; 2005 professionals of color and in increasing their representation in area businesses and institutions. The Bennie Wiley at The organization suffered from a lack of unity among the board, an unclear mission, and financial challenges, Partnership, Inc. including debt in excess of $100,000. Starting with only an administrative assistant, Wiley built the Laura Morgan Roberts, Victoria organization from the ground up, using her ability to develop and nurture relationships as the basis for W. Winston growth. In December 2004, Wiley announced her impending retirement, leaving the organization with the Pub. Date: October 24, 2005 strategic challenge of moving its programs and services to a level of greater impact (beyond the Boston Product Number: 9-406-012 community), without the leadership of its heralded CEO. Subjects Covered: African Americans, Business models, Careers & career planning, Diversity, General management, Growth strategy, Leadership, Minority & ethnic groups, Nonprofit sector, Power & influence, Women in business. Setting: Description: Cleveland, OH; Genius? That is not what they were calling Bill Belichick in Cleveland. Why? Four losing seasons in five years. Sports industry; Fans hurled trash and insults. The media resented him. Ownership abandoned him. Players quit on him. Very $100 million different from the three Super Bowls in five years Belichick would win with the New England Patriots a few Bill Belichick and the revenues; 200 years later. Different players? Different ownership? Different management styles? Different strategies? Cleveland Browns employees; 1995 Different coach? Find out. What happened when the Browns hired a man who began studying football strategy John R. Wells, Travis Haglock at the age of six? A man with a degree in economics who almost became an MBA candidate before accepting a Product Number: 9-706-415 job in football that paid $25 a week. A man who was long recognized as one of the best assistant coaches in the NFL. Learn how Belichick managed the players, the coaches, the owner, the media, etc. Subjects Covered: Business history, CEO, Human resources management, Leadership, Management philosophy, Strategy formulation, Strategy implementation.
  14. 14. 13. Strategic Setting Description Entrepreneurship Internal Entrepreneurship Europe; United at the Dow Chemical Co. States; Chemical Publication Date: industry; $28 Jan 1, 2003 billion revenues; Revision Date: 2000-2001 Jul 29, 2003 Availability: In Stock Describes how a corporate entrepreneur shapes an internal growth venture within the company, mobilizes the Author(s): resources that are needed to implement the venture, and achieves success. Complementing his Bala Chakravarthy, Hans Huber entrepreneurial behavior, however, is the support that he receives from several senior managers in the firm. Allows a careful examination of the challenges for corporate entrepreneurship in a large multinational firm and Type: Case (Field) the roles that senior executives have to play to support it. Product Number: IMD145 Source: IMD - International Institute for Management Development Length: 13p Teaching Note Ingvar Kamprad and IKEA Europe; Global; Publication Date: Stockholm; May 7, 1990 Sweden; Zurich; Revision Date: Furniture industry; Traces the development of a Swedish furniture retailer under the leadership of an innovative and Jul 22, 1996 Retail industry; unconventional entrepreneur whose approaches redefine the nature and structure of the industry. Traces Availability: In Stock large; $2.5 billion IKEA's growth from a tiny mail order business to the world's largest furniture dealership. Describes the Author(s): revenues; 1989 innovative strategic and organizational changes Kamprad made to achieve success. In particular, focuses on Christopher A. Bartlett, Ashish his unique vision and values and the way they have become institutionalized as IKEA's binding corporate Nanda culture. The trigger issue revolves around whether this vital "corporate glue" can survive massive expansion Type: Case (Field) into the United States and the Eastern Bloc and Kamprad's replacement as CEO by a "professional manager." Product Number: 9-390-132 Language: English Length: 20p Teaching Note The Path to a Spin-off-- Nortel Networks to NetActive: One Form of Corporate Entrepreneurship Publication Date: Jan 1, 2004 Describes the exploratory learning processes a new venture undergoes as it evolves its breakthrough/radical Revision Date: innovation--an algorithm that makes software rentable--within Nortel Network's Business Venture Group. Feb 9, 2004 Details the challenges of managing under high uncertainty and within a white space opportunity. Focuses on Availability: In Stock the project leader and the leader of the Business Ventures Group as she evolves her processes for managing a Author(s): portfolio of potential breakthrough innovations. Highlights the following key issues: exploratory marketing, Gina Colarelli O'Connor, Mark P. business model creation, team composition within the venture, and the venture's relationship to the mother Rice organization. Type: Case (Field) Product Number: BAB067 Language: English Source: Babson College Length: 14p
  15. 15. Guidant: Radiation Therapy Indiana; Medical Publication Date: equipment & Jul 25, 2000 device industry; Revision Date: $930 million Sep 12, 2005 revenues; 1996 Availability: In Stock Describes a potential new approach to treating cardiac disease--radiation therapy. Guidant, a leading medical Author(s): device maker, faces a choice about whether to pursue this new and risky technology and, if so with what Michael J. Roberts, Diana strategy. Gardner Type: Case (Field) Product Number: 9-801-040 Length: 24p Teaching Note Setting: Details the evolution of the Charles Schwab business model, from its founding in 1975 to October 2002. The United States; protagonist, David Pottruck, is faced with re-inventing the firm as a full-service brokerage at a time of Charles Schwab in 2002 Financial services; tremendous industry instability as the industry reels from the effects of deregulation, consolidation, global Lynda M. Applegate; F. Warren $2 billion economic downturn, and investor lack of confidence. Teaching Purpose: To illustrate the process of building McFarlan; Jamie Ladge revenues; 2002 businesses and evolving business models. ©2002, 29 pages Product#: 803070 Subjects Covered: Business models, Competitive strategy, Electronic commerce, Entrepreneurship, Financial services, Growth strategy, Information age, Leadership, New economy, Organizational behavior, Service industry, Technology. Setting: Description: Sweden; Petroleum Taught in Evolution of Global Business. Globalization and corporate fraud are the central themes of this case industry; on the international growth of Swedish Match in the interwar years. Between 1913 and 1932, Ivar Kreuger, 1900-1937 known as the "Swedish Match King," built a small, family-owned match business into a $600 million global match empire. Despite the economic and political disruptions of the interwar period, Swedish Match owned Ivar Kreuger and the manufacturing operations in 36 countries, had monopolies in 16 countries, and controlled 40% of the world's Swedish Match Empire match production. Kreuger companies lent over $300 million dollars to governments in Europe, Latin America, Geoffrey G. Jones, Ingrid and Asia in exchange for national match monopolies. Relying on international capital markets to finance Vargas acquisitions and monopoly deals, by 1929 the stocks and bonds of Kreuger companies were the most widely Pub. Date: November 04, held securities in the United States and the world. After Kreuger's 1932 suicide, forensic auditors discovered 2003 that Kreuger had operated a giant pyramid scheme. His accounts were ridden with fictitious assets, the truth Product#: 804078 hidden in a maze of over 400 subsidiary companies. Swedish Match's deficits exceeded Sweden's national debt. Subjects Covered: Business government relations, Business history, Cartels, Entrepreneurship, Ethics, Fraud, Globalization, International business, Multinational corporations.