Case File · Business Growth
How Airbnb rebuilt its growth engine after losing 80% of revenue in eight weeks
Marketing to zero, a bet on brand — the most studied recovery in modern travel, by the numbers.
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The anatomy of great companies.
Long-form case studies and a structured company wiki — how the world's best businesses grow, price, operate and recover. Built from filings, earnings calls and primary sources.
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This week
All articles →Operations
Inside Nike's pivot from wholesale to a direct-to-consumer machine
Cutting 50% of retail partners looked reckless. Five years of filings tell a far more deliberate story about margin, data and control.
Marketing
Liquid Death sold water as a lifestyle brand — and hit a $1.4B valuation
A complete teardown of the most contrarian positioning playbook in consumer goods.
Finance
The pricing experiment that added $1.4B to Netflix's top line
Business Growth
How Canva reached 220M users without a sales team
Product Strategy
Stripe's onboarding teardown: 47 seconds to first charge
Marketing
View all →Spotify Wrapped: the anatomy of a self-replicating campaign
Zero media spend, 400M shares. What Wrapped gets right that every imitation gets wrong.
AI & Automation
View all →Klarna replaced 700 support roles with one assistant. Here's the year-two report.
Resolution times, CSAT, and the costs the launch press release left out.
Case File № 038 · This week
LEGO: from four months of cash to the most valuable toy company on Earth
In 2003 the brick was nearly bankrupt. The turnaround that followed is a masterclass in saying no — to theme parks, to video games, to almost everything.
- Timeframe2003 – 2025
- Revenue swing−26% → +13% CAGR
- VerticalsOperations · Leadership
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All articles → 01 Business Growth Engines, loops and moats 02 Marketing Positioning and brand plays 03 SEO & Organic Growth Compounding search machines 04 Leadership Org charts and hard calls 05 Innovation Bets that changed markets 06 Operations Supply chains and systems 07 Finance Pricing, margins, capital 08 Product Strategy Roadmaps and teardowns 09 AI & Automation Machines doing the work