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      • April 2004 (Revised June 2004)
      • Case

      Entrepreneurship Goes Global: ResMed's Gamble

      By: Christopher A. Bartlett, Andrew N. McLean and Meg Glinska
      On the basis of its innovative medical device for treating sleep apnea, CEO Peter Farrell has made Australian-born ResMed a successful global company. But the company is struggling to implement a strategy to expand the device from its focused core market to a much... View Details
      Keywords: Business Model; Globalization; Innovation and Management; Management; Marketing Channels; Production; Expansion; Medical Devices and Supplies Industry
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      Bartlett, Christopher A., Andrew N. McLean, and Meg Glinska. "Entrepreneurship Goes Global: ResMed's Gamble." Harvard Business School Case 304-051, April 2004. (Revised June 2004.)
      • April 2004 (Revised July 2019)
      • Case

      Wal-Mart in Europe

      By: J. Gunnar Trumbull and Louisa Neissa
      Presents challenges facing Wal-Mart during its move into Germany. Explores the dynamics of the German retail market. View Details
      Keywords: Globalized Markets and Industries; Distribution Channels; Expansion; Trade; Foreign Direct Investment; Retail Industry; Europe; Germany
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      Trumbull, J. Gunnar, and Louisa Neissa. "Wal-Mart in Europe." Harvard Business School Case 704-027, April 2004. (Revised July 2019.)
      • March 2004 (Revised November 2012)
      • Teaching Note

      P&G Japan: The SK-II Globalization Project (TN)

      By: Christopher A. Bartlett
      Traces changes in P&G's international strategy and structure, culminating in Organization 2005, a reorganization that places strategic emphasis on product innovation rather than geographic expansion and shifts power from local subsidiary to global business management.... View Details
      Keywords: Business Subsidiaries; Trade; Globalization; Global Strategy; Innovation Strategy; Business or Company Management; Beauty and Cosmetics Industry; Consumer Products Industry; Hong Kong; Japan; Taiwan; Europe
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      Bartlett, Christopher A. "P&G Japan: The SK-II Globalization Project (TN)." Harvard Business School Teaching Note 304-023, March 2004. (Revised November 2012.)
      • March 2004 (Revised May 2005)
      • Case

      Shurgard Self-Storage: Expansion to Europe

      By: Richard G. Hamermesh and Indra Reinbergs
      Shurgard, a U.S.-based firm that rents storage facilities to consumers and small businesses, is considering financing options for rapid expansion of its European operations. Five years after entering Europe, Shurgard Europe has opened 17 facilities in Belgium, France,... View Details
      Keywords: Private Equity; Valuation; Business Model; Governing and Advisory Boards; Entrepreneurship; Cross-Cultural and Cross-Border Issues; Service Industry; Belgium; France; Sweden; United States; Europe
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      Hamermesh, Richard G., and Indra Reinbergs. "Shurgard Self-Storage: Expansion to Europe." Harvard Business School Case 804-112, March 2004. (Revised May 2005.)
      • March 2004 (Revised March 2005)
      • Case

      Oscar de la Renta

      By: Bharat N. Anand, Elizabeth Lea Carpenter and Samhita Patwardhan Jayanti
      Over three decades, Oscar de la Renta (ODLR) had established itself as one of the premier luxury brands in America. Its mainstay business had always been producing and marketing high-priced, couture/ready-to-wear luxury goods. Now, in September 2003, it faced a series... View Details
      Keywords: Business Conglomerates; Borrowing and Debt; Growth and Development Strategy; Brands and Branding; Production; Family Ownership; Luxury; Competition; Diversification; Expansion; United States
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      Anand, Bharat N., Elizabeth Lea Carpenter, and Samhita Patwardhan Jayanti. "Oscar de la Renta." Harvard Business School Case 704-490, March 2004. (Revised March 2005.)
      • December 2003 (Revised October 2006)
      • Case

      Globalizing the Cost of Capital and Capital Budgeting at AES

      By: Mihir A. Desai and Douglas Kurt Schillinger
      With electricity generating businesses around the world, AES Corp. is seeking a methodology for calculating the cost of capital for its various businesses and potential projects. In the past, AES used the same cost of capital for all of its capital budgeting, but the... View Details
      Keywords: International Finance; Risk Management; Globalized Firms and Management; Cost of Capital; Valuation; Emerging Markets; Foreign Direct Investment; Capital Budgeting; Energy Industry; South America
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      Desai, Mihir A., and Douglas Kurt Schillinger. "Globalizing the Cost of Capital and Capital Budgeting at AES." Harvard Business School Case 204-109, December 2003. (Revised October 2006.)
      • 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.)
      • July 2003 (Revised December 2003)
      • Case

      Mitchells/Richards

      By: Amy C. Edmondson and Corey B. Hajim
      Describes a small, luxury retail chain's operational sophistication achieved through the use of technology and high-touch customer service. A family-run business, Mitchells has built its success with a customer service strategy know internally as "hugging." The term is... View Details
      Keywords: Information Technology; Expansion; Family Business; Attitudes; Organizational Culture; Luxury; Customer Focus and Relationships; Retail Industry
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      Edmondson, Amy C., and Corey B. Hajim. "Mitchells/Richards." Harvard Business School Case 604-010, July 2003. (Revised December 2003.)
      • July 2003 (Revised August 2003)
      • Case

      Global Healthcare Exchange

      By: Lynda M. Applegate and Jamie Ladge
      Founded in March 2000 at the height of the dot-com bubble, Global Healthcare Exchange (GHX) was one of 90 online marketplaces in the health care industry. The company's founders were among the largest suppliers in the industry, including Johnson & Johnson, GE Medical,... View Details
      Keywords: Mergers and Acquisitions; Entrepreneurship; Price; Leadership; Growth and Development Strategy; Supply and Industry; Organizational Design; Expansion; Internet and the Web; Valuation; Health Industry
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      Applegate, Lynda M., and Jamie Ladge. "Global Healthcare Exchange." Harvard Business School Case 804-002, July 2003. (Revised August 2003.)
      • June 2003
      • Case

      In-N-Out Burger

      By: Youngme E. Moon, Lucy Cummings, Sonali Sampat, Sam Thakarar and Kerry Herman
      In-N-Out Burger is a fast-food chain with 171 company-owned locations in three states--California, Nevada, and Arizona. It has an extremely hardcore customer base and the company appears to be in good financial health. The primary issue in this case concerns expansion:... View Details
      Keywords: Customer Relationship Management; Profit; Leadership Development; Brands and Branding; Product Marketing; Distribution; Expansion; Food and Beverage Industry; Arizona; California; Nevada
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      Moon, Youngme E., Lucy Cummings, Sonali Sampat, Sam Thakarar, and Kerry Herman. "In-N-Out Burger." Harvard Business School Case 503-096, June 2003.
      • June 2003 (Revised November 2003)
      • Case

      Siemens Medical Solutions: Strategic Turnaround

      By: D. Quinn Mills and Julian Kurz
      Describes how Siemens Medical Solutions (MED) accomplished a remarkable turnaround from a money-losing operation to one of Siemens' most profitable divisions. By late 1996, a challenging market environment in the health care industry as well as inefficiencies in the... View Details
      Keywords: Opportunities; Globalized Firms and Management; Health Care and Treatment; Transformation; Problems and Challenges; Medical Devices and Supplies Industry
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      Mills, D. Quinn, and Julian Kurz. "Siemens Medical Solutions: Strategic Turnaround." Harvard Business School Case 703-494, June 2003. (Revised November 2003.)
      • May 2003 (Revised March 2004)
      • Case

      Harlem Children's Zone, The: Driving Performance with Measurement and Evaluation

      By: Allen S. Grossman and Daniel F. Curran
      Geoffrey Canada, CEO of the Harlem Children's Zone, wanted his organization to grow dramatically to reach thousands of poor and underserved children in Harlem. The agency ran a variety of successful social service programs throughout New York City that were separately... View Details
      Keywords: Leadership; Goals and Objectives; Measurement and Metrics; Organizational Structure; Performance Evaluation; Strategic Planning; Problems and Challenges; Nonprofit Organizations; Expansion; Valuation
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      Grossman, Allen S., and Daniel F. Curran. "Harlem Children's Zone, The: Driving Performance with Measurement and Evaluation." Harvard Business School Case 303-109, May 2003. (Revised March 2004.)
      • March 2003 (Revised March 2004)
      • Case

      P&G Japan: The SK-II Globalization Project

      By: Christopher A. Bartlett
      Traces changes in P&G's international strategy and structure, culminating in Organization 2005, a reorganization that places strategic emphasis on product innovation rather than geographic expansion and shifts power from local subsidiary to global business management.... View Details
      Keywords: Business Subsidiaries; Trade; Globalization; Global Strategy; Innovation Strategy; Business or Company Management; Beauty and Cosmetics Industry; Consumer Products Industry; Hong Kong; Japan; Taiwan; Europe
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      Bartlett, Christopher A. "P&G Japan: The SK-II Globalization Project." Harvard Business School Case 303-003, March 2003. (Revised March 2004.)
      • March 2003 (Revised November 2003)
      • Case

      Resourcery, Ltd.

      By: Richard G. Hamermesh and Feyi A. Boroffice
      Recounts the story of how a successful Nigerian entrepreneur has expanded his systems integration/networking business. He now faces the problem of raising growth capital in a developing country. View Details
      Keywords: Venture Capital; Growth Management; Expansion; Race; Entrepreneurship; Developing Countries and Economies
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      Hamermesh, Richard G., and Feyi A. Boroffice. "Resourcery, Ltd." Harvard Business School Case 803-148, March 2003. (Revised November 2003.)
      • February 2003 (Revised May 2003)
      • Case

      Accel Partners' European Launch

      By: G. Felda Hardymon and Josh Lerner
      In spring 2001, with the venture market crashing all around, the London office of Accel Partners, a major west coast venture capital firm, needs to make a decision about investing in an Irish software company. As the first investment of the new European operation, the... View Details
      Keywords: Investment; Growth and Development Strategy; Venture Capital; Global Strategy; Decision Choices and Conditions; Expansion; Management Practices and Processes; Partners and Partnerships; Financial Services Industry; London; United States
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      Hardymon, G. Felda, and Josh Lerner. "Accel Partners' European Launch." Harvard Business School Case 803-021, February 2003. (Revised May 2003.)
      • February 2003 (Revised April 2003)
      • Case

      Brioni

      By: David E. Bell
      Should Brioni, an internationally known, exclusive men's suit manufacturer and retailer extend its line to include women's apparel? The opportunity is to enter a much larger and profitable market. The dangers are: 1) compromising the existing image, and 2) failing to... View Details
      Keywords: Brands and Branding; Segmentation; Expansion; Profit; Risk Management; Demand and Consumers; Fashion Industry
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      Bell, David E. "Brioni." Harvard Business School Case 503-057, February 2003. (Revised April 2003.)
      • February 2003 (Revised May 2008)
      • Case

      AFP Provida

      By: Michael E. Porter, Arturo L. Condo and Andrea Prado
      Describes the evolution of AFP Provida, one of the early entrants into the Chilean pension fund system established in 1981. By 1999, AFP Provida was not only the largest pension fund administrator in Chile, but also the largest in Latin America in terms of number of... View Details
      Keywords: Developing Countries and Economies; Globalized Firms and Management; Industry Clusters; Competitive Advantage; Expansion; Financial Services Industry; Chile
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      Porter, Michael E., Arturo L. Condo, and Andrea Prado. "AFP Provida." Harvard Business School Case 703-424, February 2003. (Revised May 2008.)
      • January 2003 (Revised October 2012)
      • Case

      Newport Creamery (A)

      By: Paul Marshall and Todd Thedinga
      Describes the operating challenges of Newport Creamery, a Rhode Island-based chain of ice cream restaurants. Profiles the company's transition from longtime family ownership to a real estate developer, the developer's expansion strategy, and the company's subsequent... View Details
      Keywords: Family Business; Crisis Management; Insolvency and Bankruptcy; Food and Beverage Industry; Rhode Island
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      Marshall, Paul, and Todd Thedinga. "Newport Creamery (A)." Harvard Business School Case 803-130, January 2003. (Revised October 2012.)
      • January 2003 (Revised November 2003)
      • Case

      Merloni Elettrodomestici: The New Century Begins

      By: Joseph L. Bower
      Merloni Elettrodomestici was founded in 1975. This case traces the evolution of the company's strategy, organization, and management as it becomes the #3 player in Europe (the #1 in Eastern Europe). Issues involve questions of geographic expansion, resource allocation,... View Details
      Keywords: Management; Resource Allocation; Organizational Structure; Competitive Strategy; Expansion
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      Bower, Joseph L. "Merloni Elettrodomestici: The New Century Begins." Harvard Business School Case 303-062, January 2003. (Revised November 2003.)
      • December 2002 (Revised June 2003)
      • Case

      A Wider Europe: The Challenge of EU Enlargement

      By: Rawi E. Abdelal and Kimberly A. Haddad
      By 2002, the euphoria that accompanied the grandest achievement to date of Europe's 50-plus years of integration--full monetary union--was fading fast. European policy makers completed the historically unprecedented monetary integration of 12 countries, and then they... View Details
      Keywords: History; Cost vs Benefits; Expansion; Decision Choices and Conditions; Problems and Challenges; European Union; Europe
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      Abdelal, Rawi E., and Kimberly A. Haddad. "A Wider Europe: The Challenge of EU Enlargement." Harvard Business School Case 703-021, December 2002. (Revised June 2003.)
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