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  • March 2008 (Revised May 2008)
  • Case

Carlyle Japan (A)

By: David B. Godes, Masako Egawa and Mayuka Yamazaki
Tamotsu Adachi, Managing Director of Carlyle Japan, wants to formulate a strategy to improve his firm's ability to source high-quality deals at competitive valuations, or prices. Buyout funds like Carlyle typically have two deal phases: sourcing and monitoring. These... View Details
Keywords: Financial Instruments; Leveraged Buyouts; Supply Chain Management; Marketing Channels; Sales; Financial Services Industry; Japan
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Godes, David B., Masako Egawa, and Mayuka Yamazaki. "Carlyle Japan (A)." Harvard Business School Case 508-092, March 2008. (Revised May 2008.)
  • April 2021
  • Teaching Note

Drinkworks: Home Bar by Keurig

By: Sunil Gupta and Jonathan Levav
Teaching Note for HBS Case No. 521-010. In the summer of 2018, Drinkworks CEO Nathaniel Davis needed to make a number of go-to-market decisions ahead of his company’s upcoming product launch. Formed through a joint venture between Keurig Dr. Pepper and Anheuser-Busch... View Details
Keywords: Marketing; Marketing Strategy; Product Marketing; Product Launch; Product Positioning; Markets; Bids and Bidding; Demand and Consumers; Consumer Behavior; Market Design; Distribution; Distribution Channels; Product; Product Design; Product Development; Business Model; Customers; Customer Value and Value Chain; Decision Making; Decisions; Goods and Commodities; Innovation and Invention; Technological Innovation; Business or Company Management; Growth and Development Strategy; Research; Research and Development; Strategy; Adoption; Competitive Advantage; Segmentation; Information Technology; Information Infrastructure; Value; Value Creation; Food and Beverage Industry; Consumer Products Industry; North and Central America; United States
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Gupta, Sunil, and Jonathan Levav. "Drinkworks: Home Bar by Keurig." Harvard Business School Teaching Note 521-089, April 2021.
  • 23 Feb 2009
  • Research & Ideas

Creative Entrepreneurship in a Downturn

new ventures, this creates huge possibilities for an entrepreneur to identify the opportunities, get creative about assembling resources, and go after them with the knowledge that the potential for competitive advantage will be greater... View Details
Keywords: by Martha Lagace
  • June 2018 (Revised January 2019)
  • Case

Membership Rewards® from American Express

By: Shelle Santana, Frances X. Frei and Lauren G. Pickle
Credit and charge card issuer American Express (Amex) had developed a strong reputation among consumers due in part to its Membership Rewards (MR) loyalty program, first established in 1991. Through MR, all Amex cardholders could accumulate and redeem “points” based on... View Details
Keywords: Financial Services; Customer Loyalty; Credit Cards; Marketing Strategy; Product Marketing; Brands and Branding; Customer Value and Value Chain; Value Creation; Financial Services Industry; Banking Industry; North America; United States
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Santana, Shelle, Frances X. Frei, and Lauren G. Pickle. "Membership Rewards® from American Express." Harvard Business School Case 518-079, June 2018. (Revised January 2019.)
  • 10 Feb 2003
  • Research & Ideas

Commodity Busters: Be a Price Maker, Not a Price Taker

customer values of convenience, availability, product or service functionality, and relationship, creates a reason for the customer to buy. But, you also must eliminate reasons for the customer not to purchase. Various adjunct services,... View Details
Keywords: by Benson P. Shapiro
  • 18 Sep 2007
  • First Look

First Look: September 18, 2007

activity to distance themselves from competitors. Microfinance: Business, Profitability, and the Creation of Social Value Author:Michael Chu Publication:Chap. 28 in Business Solutions for the Global Poor: Creating Social and Economic... View Details
Keywords: Martha Lagace
  • 27 Sep 2011
  • First Look

First Look: September 27

model for explaining how network resources contribute to organizational performance. Reach is the extent to which an organization's network connects it to diverse and distant partners. Richness represents the potential value of the... View Details
Keywords: Sean Silverthorne
  • October 2022 (Revised June 2025)
  • Case

Lyra Health: Transforming Mental Health

By: Rembrand Koning and Nicole Keller
In January 2022, Lyra Health was deciding between several different alternatives to grow the business. Founded in 2015, Lyra Health was a digital mental health platform that combined technology with human therapists and coaches to deliver high quality mental health... View Details
Keywords: Mental Health; Health Care and Treatment; Corporate Entrepreneurship; Customer Value and Value Chain; Growth and Development Strategy; Expansion; Health Industry; Technology Industry; San Francisco
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Koning, Rembrand, and Nicole Keller. "Lyra Health: Transforming Mental Health." Harvard Business School Case 723-365, October 2022. (Revised June 2025.)
  • August 2020
  • Case

Zoom Video Communications: Eric Yuan's Leadership During COVID-19

By: Scott Duke Kominers, Christopher Stanton, Andy Wu and George Gonzalez
In the first half of 2020, worldwide lockdowns caused by the COVID-19 pandemic brought explosive growth to the Zoom Video Communications platform, as people replaced in-person work and social events with videoconferencing. Months into the pandemic, CEO Eric Yuan... View Details
Keywords: Transformation; Communication Technology; Customer Value and Value Chain; Values and Beliefs; Technological Innovation; Leadership; Crisis Management; Organizational Culture; Working Conditions; Strategy; Information Technology; Applications and Software; Technology Adoption; Health Pandemics; Technology Industry; United States; California
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Kominers, Scott Duke, Christopher Stanton, Andy Wu, and George Gonzalez. "Zoom Video Communications: Eric Yuan's Leadership During COVID-19." Harvard Business School Case 821-014, August 2020.
  • 08 Oct 2020
  • Research & Ideas

Keep Your Weary Workers Engaged and Motivated

productive. Sincere, informed acknowledgement of these efforts can go a long way. Recognize outstanding accomplishments during meetings or some other way. For example, gifts and services are appreciated by people more than ever before. Gifts of consumable items are... View Details
Keywords: by Boris Groysberg and Robin Abrahams
  • 15 Jul 2008
  • First Look

First Look: July 15, 2008

Publication:American Economic Review (forthcoming) Abstract The central insight of asset pricing is that a security's value depends on both its distribution of payoffs across economic states and state prices. In fixed-income markets, many... View Details
Keywords: Martha Lagace
  • 21 Dec 2011
  • Research & Ideas

The Most Common Strategy Mistakes

about the value chain (the supply side). You can't have competitive advantage without both. “The granddaddy of all mistakes is competing to be the best, going down the same path as everybody else and... View Details
Keywords: by Joan Magretta
  • 01 Mar 2023
  • What Do You Think?

How Much Does 'Deep Purpose' Matter to the Bottom Line?

by thinking about how it might have changed an important decision, had we had it in place when we made the decision. My experiences in researching and putting a value on an effective culture tell me that if notions concerning deep purpose... View Details
Keywords: by James Heskett
  • May 2024
  • Background Note

Net Revenue Retention: Unpacking the Dynamics of Customer Monetization

By: Elie Ofek, Barak Libai and Eitan Muller
Firms and investors alike are beginning to recognize the importance of tracking how revenues from existing customers are evolving over time and to appreciate the value in understanding what might explain changes in these revenues. Consequently, in addition to looking... View Details
Keywords: Customer Relationship Management; Revenue; Measurement and Metrics; Customer Value and Value Chain
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Ofek, Elie, Barak Libai, and Eitan Muller. "Net Revenue Retention: Unpacking the Dynamics of Customer Monetization." Harvard Business School Background Note 524-092, May 2024.
  • 07 Jul 2021
  • Book

Good News for Disgraced Companies: You Can Regain Trust

investigating its own supply chain for worker exploitation. The authors say companies that are adept at building trust focus on four key elements: Competence: While every company needs to be competent—capable of creating and delivering... View Details
Keywords: by Lane Lambert
  • 14 Jul 2020
  • Research & Ideas

Restarting Under Uncertainty: Managerial Experiences from Around the World

their value proposition to reflect ever-evolving demand conditions and discover new growth opportunities. They adapt their approach toward HR management to preserve business viability while maintaining employees’ safety and well-being.... View Details
Keywords: by Raffaella Sadun, Andrea Bertoni, Alexia Delfino, Giovanni Fassio, and Mariapaola Testa
  • 28 Mar 2016
  • Research & Ideas

What's a Boss Worth?

them look better. But how much of an effect does a good or bad boss have on workers, really? Harvard Business School Assistant Professor Christopher Stanton sets out to ask that question in The Value of Bosses, a paper recently published... View Details
Keywords: by Michael Blanding; Service
  • 06 Jul 2020
  • Research & Ideas

The Right Way to Manage Customer Churn for Maximum Profit

It’s a sad fact of doing business: customers leave. “You’d like to have 100 percent of customers stay 100 percent of the time,” says Harvard Business School Professor Sunil Gupta. “But that’s just not the case.” There can be plenty of reasons why a once-loyal customer... View Details
Keywords: by Michael Blanding; Retail; Service; Financial Services
  • November 2007
  • Article

A Model of Consumer Learning for Service Quality and Usage

By: Raghuram Iyengar, Asim Ansari and Sunil Gupta
In many services, e.g., the wireless service industry, consumers choose a service plan based on their expected consumption. In such situations, consumers experience two forms of uncertainty. First, consumers may be uncertain about the quality of their service provider... View Details
Keywords: Experience and Expertise; Customer Value and Value Chain; Learning; Price; Knowledge Use and Leverage; Marketing Strategy; Consumer Behavior; Service Delivery; Quality; Risk and Uncertainty; Service Industry
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Iyengar, Raghuram, Asim Ansari, and Sunil Gupta. "A Model of Consumer Learning for Service Quality and Usage." Journal of Marketing Research (JMR) 44, no. 4 (November 2007): 529–544.
  • 01 Oct 2001
  • Research & Ideas

Organizing the Family-Run Business

Figure 1. Senior management is the organizing mechanism and voice of the employees. The family council and family assembly are the organizing mechanisms and voice of the family. The board of directors is the principal organizing mechanism... View Details
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