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  • September 2017 (Revised April 2022)
  • Case

Tempur Sealy International (A)

By: Benjamin C. Esty and Lauren G. Pickle
This case explores the long-term relationship between Tempur Sealy (TPX, a mattress manufacturer) and Mattress Firm (MFRM, a bedding retailer and TPX's largest customer). For almost 20 years, the firms enjoyed a mutually beneficial and commercially prosperous... View Details
Keywords: Porter's 5 Forces; Bargaining Power; Buyer Power; Customer Power; Supplier Power; Negotiations; Value Capture; Consumer Durables; Consumer Discretionary; Mattresses; B-2-B; Industry Dynamics; Compensation; Corporate Strategy; Business Strategy; Value Creation; Competition; Cooperation; Private Equity; Distribution; Negotiation; Industry Structures; Customers; Relationships; Leadership; Distribution Industry; Manufacturing Industry; Retail Industry; Consumer Products Industry; United States; South Africa
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Esty, Benjamin C., and Lauren G. Pickle. "Tempur Sealy International (A)." Harvard Business School Case 718-422, September 2017. (Revised April 2022.)
  • September 2009 (Revised December 2010)
  • Case

Western Union: Our World, Our Family®

By: Christopher Marquis
In 2006, Western Union spun-off from its former parent, First Data Corporation, and began the process of defining itself as a stand-alone organization. Part of that effort was the creation of a strategic corporate social responsibility program called Our World, Our... View Details
Keywords: Business Model; Corporate Social Responsibility and Impact; Programs; Business and Stakeholder Relations; Alignment; Value
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Marquis, Christopher. "Western Union: Our World, Our Family®." Harvard Business School Case 410-050, September 2009. (Revised December 2010.)
  • December 1981 (Revised February 2010)
  • Case

Mike Miller (A)

Mike Miller, Harvard MBA '78, resigned his first job out of HBS within six months because he believed his personal values and learning objectives could not be accommodated. Students may discuss the problems of anticipating corporate culture, learning the ropes,... View Details
Keywords: Experience and Expertise; Values and Beliefs; Jobs and Positions; Organizational Culture; Personal Development and Career; Personal Characteristics
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Sathe, Vijay V. "Mike Miller (A)." Harvard Business School Case 482-061, December 1981. (Revised February 2010.)
  • November 2000
  • Background Note

Note on Employee Stock Ownership Plans (ESOPs) and Phantom Stock Plans

By: Dwight B. Crane and Indra Reinbergs
Provides a brief overview of employee stock ownership plans (ESOPs) and phantom stock plans for owners of closely held companies. ESOPs can be used as a tool of corporate financing, and can provide employees with ownership interests. Phantom stock plans can reward... View Details
Keywords: Financing and Loans; Employee Stock Ownership Plan; Motivation and Incentives; Management Teams; Corporate Governance; Ownership Stake; Taxation
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Crane, Dwight B., and Indra Reinbergs. "Note on Employee Stock Ownership Plans (ESOPs) and Phantom Stock Plans." Harvard Business School Background Note 201-034, November 2000.
  • May 2014
  • Article

How to Outsmart Activist Investors

By: Bill George and Jay W. Lorsch
We offer opinions on how management and corporate boards of directors can best manage investor relations with activist stockholders such as hedge funds who are demanding major changes within a corporation to improve stockholder return. Beverage industry firm PepsiCo is... View Details
Keywords: Investment Activism
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George, Bill, and Jay W. Lorsch. "How to Outsmart Activist Investors." Harvard Business Review 92, no. 5 (May 2014): 88–95.

    Kristin W. Mugford

    Kristin Mugford is the Melvin Tukman Senior Lecturer of Business Administration in the Finance Unit at the Harvard Business School and the Senior Associate Dean for Culture and Community. She previously served as Faculty Chair for field-based learning and... View Details

    • April 2025
    • Case

    Japan Industrial Partners Powers the Leveraged Buyout of Toshiba

    By: Brian K. Baik, Joseph Pacelli and James Barnett
    The case explores Japan Industrial Partners (JIP) $14 billion takeover of Toshiba Corporation (Toshiba). JIP was a private equity firm that took over the troubled electronics corporation in late 2023. The deal, which had been labeled one of the largest leveraged... View Details
    Keywords: International Accounting; Borrowing and Debt; Management Analysis, Tools, and Techniques; Ownership; Risk and Uncertainty; Strategy; Valuation; Leveraged Buyouts; Restructuring; Capital Structure; Cost of Capital; Private Equity; Bids and Bidding; Accounting Industry; Electronics Industry; Energy Industry; Manufacturing Industry; Semiconductor Industry; Asia; Japan
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    Baik, Brian K., Joseph Pacelli, and James Barnett. "Japan Industrial Partners Powers the Leveraged Buyout of Toshiba." Harvard Business School Case 125-055, April 2025.
    • Research Summary

    Valuation of Business Reorganizations

    Business reorganization transactions, such as mergers, acquisitions and spin-offs, are often initiated based on the premise of value creation for shareholders. However, is this premise true, especially in the recent data? Due to the growing share of intangibles... View Details
    • November 1991 (Revised April 1994)
    • Case

    Nucleon, Inc.

    By: Gary P. Pisano
    Nucleon is a small biotechnology company whose first potential product is about to enter clinical testing. Before Nucleon can begin clinical trials, however, its management must decide how and where to manufacture the product. Three options are being contemplated: 1)... View Details
    Keywords: Factories, Labs, and Plants; Entrepreneurship; Health Testing and Trials; Rights; Product Development; Production; Partners and Partnerships; Research and Development; Biotechnology Industry
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    Pisano, Gary P. "Nucleon, Inc." Harvard Business School Case 692-041, November 1991. (Revised April 1994.)
    • 08 Sep 2015
    • First Look

    September 8, 2015

    complaints per year. Download working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=49555 The Value of Corporate Citizenship: Protection By: Minor, Dylan Abstract—We explore the notion that View Details
    Keywords: Carmen Nobel
    • September 1997 (Revised February 2000)
    • Exercise

    Exercises in Option Pricing and Real Option Analysis

    By: Benjamin C. Esty
    Contains five problems, one each on basic option pricing, abandonment value, the value of waiting to invest, contingent claims analysis (equity as a call option), and strategic decision making in an option framework. The goal is for students to recognize option value... View Details
    Keywords: Stock Options; Price
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    Esty, Benjamin C. "Exercises in Option Pricing and Real Option Analysis." Harvard Business School Exercise 298-053, September 1997. (Revised February 2000.)
    • 25 Feb 2015
    • News

    Why the Gap Between Worker Pay and Productivity Is So Problematic

    • 31 Aug 2022
    • News

    Reshaping the Relationship Between Purpose and Profit

    • 20 Sep 2021
    • News

    ByteDance Is Getting Ahead of China’s Crackdown on Tech for Teens

    • June 2017
    • Teaching Note

    The De Beers Group: Exploring the Diamond Reselling Opportunity

    By: Benjamin C. Esty, Daniel P. Gross and Lauren G. Pickle
    In September 2014, Tom Montgomery (SVP of strategic initiatives at the De Beers Group) and his team launched a pilot program in the United States to explore $1 billion diamond market for pre-owned (recycled) diamonds. According to Montgomery, the motivation for the... View Details
    Keywords: Diamonds; Go-to-market Strategy; Secondary Market; Willingness To Pay; Pilot Program; Strategy Development; Strategy Execution; Scope; Marketing; Advertising; Branding; Customer Value; Pawn Shops; Jewelry; Supply And Demand; Corporate Strategy; Business Strategy; Vertical Integration; Advertising Campaigns; Value Creation; Retail Industry; Consumer Products Industry; Advertising Industry; Mining Industry; United States; United Kingdom; Africa; Botswana; South Africa; Namibia
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    Esty, Benjamin C., Daniel P. Gross, and Lauren G. Pickle. "The De Beers Group: Exploring the Diamond Reselling Opportunity." Harvard Business School Teaching Note 717-481, June 2017.
    • 09 May 2017
    • What Do You Think?

    Should Management Be Primarily Responsible to Shareholders?

    value created for shareholders. Agency theory ascends It isn’t much of an exaggeration to say that the “Friedman Doctrine” triggered a half-century of dominance for “agency theory” in corporate governance.... View Details
    Keywords: by James Heskett
    • October 1984 (Revised March 1999)
    • Case

    NIKE (B)

    Describes Nike's corporate culture and looks closely at individual key senior and middle managers, outlining the processes by which the management group conducts its business and noting the values which bind the management group together. The teaching objective is to... View Details
    Keywords: Values and Beliefs; Management Practices and Processes; Organizational Culture; Management Teams; Apparel and Accessories Industry; Sports Industry
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    Christensen, C. Roland, and David C Rikert. "NIKE (B)." Harvard Business School Case 385-027, October 1984. (Revised March 1999.)
    • April 2022
    • Teaching Note

    Tempur Sealy International (A, B & C)

    By: Benjamin C. Esty and Daniel Fisher
    Teaching Note for HBS Case Nos. 718-422, 718-423, and 718-424. The cases explore the long-term relationship between Tempur Sealy (TPX, a mattress manufacturer) and Mattress Firm (MFRM, a bedding retailer and TPX's largest customer). For almost 20 years, the firms... View Details
    Keywords: Porter's 5 Forces; Bargaining Power; Buyer Power; Customer Power; Supplier Power; Negotiations; Value Capture; Private Equity; Consumer Durables; Consumer Discretionary; Mattresses; B-2-B; Industry Dynamics; Leadership; Compensation; Corporate Strategy; Business Strategy; Value Creation; Competition; Cooperation; Distribution; Negotiation; Industry Structures; Customers; Relationships; Distribution Industry; Manufacturing Industry; Retail Industry; Consumer Products Industry; United States; South Africa
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    Esty, Benjamin C., and Daniel Fisher. "Tempur Sealy International (A, B & C)." Harvard Business School Teaching Note 722-456, April 2022.
    • September 2017 (Revised April 2022)
    • Supplement

    Tempur Sealy International (A)

    By: Benjamin C. Esty
    This case explores the long-term relationship between Tempur Sealy (TPX, a mattress manufacturer) and Mattress Firm (MFRM, a bedding retailer and TPX's largest customer). For almost 20 years, the firms enjoyed a mutually beneficial and commercially prosperous... View Details
    Keywords: Porter's 5 Forces; Bargaining Power; Buyer Power; Customer Power; Supplier Power; Negotiations; Value Capture; Private Equity; Consumer Durables; Consumer Discretionary; Mattresses; B-2-B; Industry Dynamics; Leadership; Compensation; Corporate Strategy; Business Strategy; Value Creation; Competition; Cooperation; Distribution; Negotiation; Industry Structures; Customers; Relationships; Distribution Industry; Manufacturing Industry; Retail Industry; Consumer Products Industry; United States; South Africa
    Citation
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    Esty, Benjamin C. "Tempur Sealy International (A)." Harvard Business School Spreadsheet Supplement 718-801, September 2017. (Revised April 2022.)
    • October 2004 (Revised July 2011)
    • Case

    AT&T 2000-2004

    By: Stephen P. Bradley and Kerry Herman
    Provides an update on CEO Michael Armstrong's "Project Grand Slam" strategy to build the value of AT&T by offering a complete, integrated telecommunications solution to both corporate and residential customers, including wireless and wire line telephone, Internet,... View Details
    Keywords: Business Exit or Shutdown; Customers; Business or Company Management; Failure; Business and Shareholder Relations; Networks; Corporate Strategy; Internet; Wireless Technology; Value Creation; Telecommunications Industry
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    Bradley, Stephen P., and Kerry Herman. "AT&T 2000-2004." Harvard Business School Case 705-425, October 2004. (Revised July 2011.)
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