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  • May 2020 (Revised October 2020)
  • Teaching Note

The Marriott-Starwood Merger: Navigating Brand Portfolio Strategy and Brand Architecture

By: Jill Avery and Chekitan S. Dev
In September 2016, Marriott completed its $13.3 billion acquisition of Starwood Hotels & Resorts, which added 11 brands to its already robust 19 hotel brand portfolio. Tina Edmundson, Marriott’s global brand officer, was charged with making sense of the brand portfolio... View Details
Keywords: Branding; Brand Portfolio Strategy; Brand Architecture; Hospitality Industry; Mergers & Acquisitions; Marketing; Brands and Branding; Marketing Strategy; Mergers and Acquisitions; Travel Industry; Accommodations Industry; United States
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Avery, Jill, and Chekitan S. Dev. "The Marriott-Starwood Merger: Navigating Brand Portfolio Strategy and Brand Architecture." Harvard Business School Teaching Note 520-112, May 2020. (Revised October 2020.)
  • June 1999 (Revised June 2000)
  • Case

Robert Mondavi: Competitive Strategy

By: Michael E. Porter and Gregory C Bond
Describes the competitive situation facing Robert Mondavi, the leading premium California winery. Mondavi has been an industry innovator and has recently taken steps to become more international. Mondavi has to cope with growing domestic competition as well as market... View Details
Keywords: Global Strategy; Technological Innovation; Business or Company Management; Growth and Development Strategy; Growth Management; Industry Structures; Strategy; Competitive Strategy; Competitive Advantage; Food and Beverage Industry; California; Australia; Chile
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Porter, Michael E., and Gregory C Bond. "Robert Mondavi: Competitive Strategy." Harvard Business School Case 799-125, June 1999. (Revised June 2000.)
  • December 1992 (Revised November 1994)
  • Case

Becton Dickinson Division: Marketing Organization

By: Frank V. Cespedes
The marketing director for the largest division of a health care products company is reviewing the structure and staffing of the division's marketing organization. The division has authorization to hire an additional marketing manager. Hence, the immediate case... View Details
Keywords: Business Conglomerates; Health Care and Treatment; Human Resources; Recruitment; Selection and Staffing; Managerial Roles; Product Marketing; Measurement and Metrics; Organizational Structure; Strategy; Consumer Products Industry; Health Industry
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Cespedes, Frank V. "Becton Dickinson Division: Marketing Organization." Harvard Business School Case 593-070, December 1992. (Revised November 1994.)
  • October 2020
  • Article

Collusion in Markets with Syndication

By: John William Hatfield, Scott Duke Kominers, Richard Lowery and Jordan M. Barry
Markets for IPOs and debt issuances are syndicated, in the sense that a bidder who wins a contract may invite losing bidders to join a syndicate that together fulfills the contract. We show that in markets with syndication, standard intuitions from industrial... View Details
Keywords: Collusion; Antitrust; IPO Underwriting; Syndication; "Repeated Games"; Markets; Game Theory
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Hatfield, John William, Scott Duke Kominers, Richard Lowery, and Jordan M. Barry. "Collusion in Markets with Syndication." Journal of Political Economy 128, no. 10 (October 2020).
  • October 1993 (Revised September 1994)
  • Case

Catalina Marketing Corp.

By: David E. Bell, Walter J. Salmon and Dinny Starr
Catalina Marketing is a very successful marketing service firm. Their current customers include major supermarket retailers and consumer products manufacturers nation-wide. Catalina provides a unique way for these clients to distribute coupons for their products via... View Details
Keywords: Advertising; Information Management; Expansion; Product; Salesforce Management; Information Technology; Growth and Development Strategy; Customer Value and Value Chain; Advertising Industry
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Bell, David E., Walter J. Salmon, and Dinny Starr. "Catalina Marketing Corp." Harvard Business School Case 594-026, October 1993. (Revised September 1994.)
  • Research Summary

Mastering Strategy Execution

By: Robert Simons

Professor Robert Simons’ research encompasses three areas of management accountability that are the foundation for successful strategy execution: organization design, performance measurement and control, and risk management. In addition, Simons is interested in the... View Details

  • April 2005 (Revised April 2005)
  • Background Note

Strategies of Related Diversification

By: Bharat N. Anand
Which businesses should a firm expand into? This question of corporate scope is central to corporate strategy. Flawed scope decisions can have severe consequences, and the trauma experienced by many companies as a result of mistaken decisions to expand scope is often... View Details
Keywords: Diversification; Business Conglomerates; Corporate Strategy; Problems and Challenges
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Anand, Bharat N. "Strategies of Related Diversification." Harvard Business School Background Note 705-481, April 2005. (Revised April 2005.)
  • November 2003 (Revised May 2008)
  • Case

Atlas Electrica: International Strategy

By: Michael E. Porter and Arturo Condo
Atlas must decide whether to acquire La Indeca, increasing its Central American presence, or to focus on larger Latin American markets where higher growth is possible. In the year 2000, Jorge Rodriguez was in charge of Atlas Electrica, the largest home appliance firm... View Details
Keywords: Acquisition; Growth and Development Strategy; Markets; Partners and Partnerships; Competition; Expansion; Latin America; Central America
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Porter, Michael E., and Arturo Condo. "Atlas Electrica: International Strategy." Harvard Business School Case 704-435, November 2003. (Revised May 2008.)
  • January 2014
  • Supplement

J.C. Penney's 'Fair and Square' Strategy (C): Back to the Future

By: Elie Ofek, Jill Avery and Jose B. Alvarez
Rehired in April 2013, Myron E. "Mike" Ullman III was brought back to stabilize the retailer's business. Under Ron Johnson's "Fair and Square" program, sales had declined rapidly and quarterly losses and expensive capital investments had put severe pressure on cash... View Details
Keywords: Decisions; Marketing Strategy; Retail Industry
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Ofek, Elie, Jill Avery, and Jose B. Alvarez. "J.C. Penney's 'Fair and Square' Strategy (C): Back to the Future." Harvard Business School Supplement 514-073, January 2014.
  • 2014
  • Other Teaching and Training Material

Marketing Reading: Sales Force Design and Management

By: Doug J. Chung and Das Narayandas
This Core Curriculum Reading introduces students to (1) the importance of sales force design in implementing organizational strategy, and (2) the role of sales force management in linking structures and processes to behaviors. The material combines theoretical... View Details
Keywords: Sales Budget; Sales Compensation; Sales Cycle; Sales Force Management; Sales Forces; Sales Management; Sales Operations; Sales Organization; Sales Planning; Sales Strategy
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Chung, Doug J., and Das Narayandas. "Marketing Reading: Sales Force Design and Management." Core Curriculum Readings Series. Boston: Harvard Business Publishing 8213, 2014.
  • May 1999 (Revised December 2007)
  • Case

The Dana-Farber Cancer Institute: Development Strategy

By: V. Kasturi Rangan and Marie Bell
Despite revenues in excess of $93 million in 1998, world-renowned Dana-Farber Cancer Institute constantly faces an operating shortfall and looks to its highly successful development office to help cover the deficit. The development office raises money annually (with a... View Details
Keywords: Decision Choices and Conditions; Capital; Revenue; Growth and Development Strategy; Mission and Purpose; Nonprofit Organizations
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Rangan, V. Kasturi, and Marie Bell. "The Dana-Farber Cancer Institute: Development Strategy." Harvard Business School Case 599-104, May 1999. (Revised December 2007.)
  • 02 Feb 2004
  • Research & Ideas

Mapping Your Corporate Strategy

Organization. The Strategy Maps book elaborates the first principle in the SFO book, going into much more depth and with a large number of examples of how to translate a View Details
Keywords: by Martha Lagace
  • Fall 2012
  • Article

Marketing and Public Policy: Transformative Research in Developing Markets

By: C. Shultz, Rohit Deshpandé, Bettina Cornwell, A. Ekici, P. Kothandaraman, M. Peterson, S. Shapiro, D. Talukdar and A. Veeck
Developing markets are a challenge for researchers who study them and for governments, business leaders, and citizens who strive to improve the quality of life in them. The limitations of the dominant development paradigm coupled with the need to focus on consumers... View Details
Keywords: Demand and Consumers; Development Economics; Marketing Strategy; Emerging Markets
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Shultz, C., Rohit Deshpandé, Bettina Cornwell, A. Ekici, P. Kothandaraman, M. Peterson, S. Shapiro, D. Talukdar, and A. Veeck. "Marketing and Public Policy: Transformative Research in Developing Markets." Journal of Public Policy & Marketing 31, no. 2 (Fall 2012).
  • 20 Apr 2012
  • Working Paper Summaries

Why Every Company Needs a CSR Strategy and How to Build It

Keywords: by Kash Rangan, Lisa A. Chase & Sohel Karim
  • Teaching Interest

Strategy and Technology (Elective Curriculum)

By: David B. Yoffie

This course explores the unique aspects of creating effective management and investment strategies for technology-intensive businesses. What strategies can win in markets with strong network effects? How can firms leverage technology to build multi-sided platforms?... View Details

Keywords: Strategy; Information Technology; Technology Platform; Telecommunications Industry; Technology Industry; Semiconductor Industry; Electronics Industry; Information Technology Industry; United States; China; Israel; Taiwan
  • 2016
  • Working Paper

Collusion in Markets with Syndication

By: John William Hatfield, Scott Kominers and Richard Lowery
Markets for IPOs and debt issuances are syndicated, in the sense that a bidder who wins a contract may invite losing bidders to join a syndicate that together fulfills the contract. We show that in markets with syndication, standard intuitions from... View Details
Keywords: Collusion; Antitrust; IPO Underwriting; Syndication; "Repeated Games"
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Hatfield, John William, Scott Kominers, and Richard Lowery. "Collusion in Markets with Syndication." Working Paper, November 2016.
  • April 2009 (Revised November 2018)
  • Case

Sanctuary Soft: International Expansion Strategies

By: Boris Groysberg, Geoff Marietta, Tim Marshall and Adam Hartley
Sanctuary Soft CEO Elizabeth Smalley faced increasing pressure from her primary investor to expand operations internationally. If successful, the expansion could enlarge Sanctuary’s customer base and enable the firm to better serve existing clients’ overseas offices.... View Details
Keywords: Global Strategy; Governing Rules, Regulations, and Reforms; Labor; Laws and Statutes; Market Entry and Exit; Information Technology Industry; Technology Industry; Web Services Industry; Banking Industry; China; India; Germany; United Kingdom; United States
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Groysberg, Boris, Geoff Marietta, Tim Marshall, and Adam Hartley. "Sanctuary Soft: International Expansion Strategies." Harvard Business School Case 409-104, April 2009. (Revised November 2018.)
  • 2021
  • Working Paper

Hunting for Talent: Firm-Driven Labor Market Search in the United States

By: Ines Black, Sharique Hasan and Rembrand Koning
This article analyzes the phenomenon of firm-driven labor market search—or outbound recruiting—where recruiters are increasingly “hunting for talent” rather than passively relying on workers to search for and apply to job vacancies. Our research methodology leverages... View Details
Keywords: Hiring; Referrals; Outbound Recruiting; Labor Markets; Selection and Staffing; Networks; Recruitment; Strategy; United States
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Black, Ines, Sharique Hasan, and Rembrand Koning. "Hunting for Talent: Firm-Driven Labor Market Search in the United States." SSRN Working Paper Series, No. 3576498, September 2021.
  • May 2024 (Revised February 2025)
  • Case

Lowe's: Improving the Total Home Strategy

By: Elie Ofek, K. Shelette Stewart and Alicia Dadlani
In 2023, Marvin Ellison, CEO of Lowe’s, contemplated enhancements to the company’s Total Home Strategy to accelerate performance and grow market share. In the last five years since becoming CEO, Ellison had championed a turnaround of the company, completing a... View Details
Keywords: Growth and Development Strategy; E-commerce; Competition; Brands and Branding; Business Strategy; Retail Industry; United States; North Carolina
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Ofek, Elie, K. Shelette Stewart, and Alicia Dadlani. "Lowe's: Improving the Total Home Strategy." Harvard Business School Case 524-054, May 2024. (Revised February 2025.)
  • April 2002
  • Background Note

Local Institutions and Global Strategy

By: Tarun Khanna
Explores how location affects a firm's strategy and identifies the different ways location affects industry structure, choice of a firm's position, and the sustainability of that position. The intellectual foundations lie in an appreciation of institutional economics.... View Details
Keywords: Global Range; Global Strategy; Product Positioning; Market Transactions; Industry Structures; Negotiation Deal; Organizational Design; Outcome or Result; Strategic Planning
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Khanna, Tarun. "Local Institutions and Global Strategy." Harvard Business School Background Note 702-475, April 2002.
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