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      • February 2018 (Revised October 2020)
      • Case

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

      By: Jill Avery, Chekitan S. Dev and Laure Mougeot Stroock
      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: Brand Management; Brand Architecture; Brand Portfolio; Merger; Hospitality Industry; Services Marketing; Branded House; House Of Brands; Sub-branding; Marketing; Marketing Strategy; Brands and Branding; Mergers and Acquisitions; Consumer Behavior; Advertising; Travel Industry; Accommodations Industry; Tourism Industry; United States; North America; Europe; Asia
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      Avery, Jill, Chekitan S. Dev, and Laure Mougeot Stroock. "The Marriott-Starwood Merger: Navigating Brand Portfolio Strategy and Brand Architecture." Harvard Business School Case 518-081, February 2018. (Revised October 2020.)
      • January 2018
      • Case

      Scaling Swagbucks (A)

      By: Jeffrey F. Rayport and Matthew G. Preble
      In early 2014, Chuck Davis (HBS '86) has joined Swagbucks as its first professional CEO to scale a successful and profitable brand promotion and consumer research business. Davis came into the job while serving as a venture partner at TCV, a growth stage VC firm,... View Details
      Keywords: Loyalty Management; Scaling; Scale; Entrepreneurship; Human Resources; Employees; Employee Relationship Management; Organizational Change and Adaptation; Organizational Culture; Organizational Design; Leading Change; Growth Management; Religion; Information Technology; Internet and the Web; Transition; Leadership; Web Services Industry; Technology Industry
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      Rayport, Jeffrey F., and Matthew G. Preble. "Scaling Swagbucks (A)." Harvard Business School Case 818-070, January 2018.
      • January 2018
      • Case

      Kids & Company: Entering the U.S.

      By: Boris Groysberg, Matthew G. Preble and Katherine Connolly Baden
      In April 2017, Victoria Sopik and Jennifer Nashmi, CEO and CFO (respectively) of Kids & Company, a Canadian childcare provider that they had co-founded in the early 2000s and developed into a nearly 100-unit enterprise, are discussing how the company should proceed... View Details
      Keywords: Child Care; Childcare; Day Care; Daycare; Early Childhood Education; Strategy; Growth and Development Strategy; Growth Management; Business Strategy; Competitive Strategy; Competitive Advantage; Expansion; Leadership; Marketing; Product Marketing; Brands and Branding; Service Delivery; Service Operations; Product Design; Product Development; Cross-Cultural and Cross-Border Issues; Selection and Staffing; Customer Focus and Relationships; Entrepreneurship; Service Industry; Education Industry; United States; Canada
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      Groysberg, Boris, Matthew G. Preble, and Katherine Connolly Baden. "Kids & Company: Entering the U.S." Harvard Business School Case 418-011, January 2018.
      • April 2017 (Revised February 2023)
      • Case

      Helena Rubinstein: Making Up the Modern Woman

      By: Geoffrey Jones and Kathy Choi
      This case examines the entrepreneurial career of Helena Rubinstein before 1938. Rubinstein is widely considered the single most important female entrepreneur in the United States in the 20th century. She was born in Poland but immigrated to Australia where she started... View Details
      Keywords: Female Entrepreneur; Brands and Branding; Luxury; Entrepreneurship; Personal Development and Career; Beauty and Cosmetics Industry
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      Jones, Geoffrey, and Kathy Choi. "Helena Rubinstein: Making Up the Modern Woman." Harvard Business School Case 317-116, April 2017. (Revised February 2023.)
      • March 2017
      • Case

      Swagbucks

      By: Jeffrey F. Rayport and Matthew G. Preble
      In early 2016, Chuck Davis, chairman and CEO of Prodege LLC, parent company of the brand promotion business Swagbucks, and Josef Gorowitz, Prodege’s founder and president, must decide whether to acquire MyPoints, a competitor to Swagbucks, after the company’s... View Details
      Keywords: Loyalty Management; Scaling; Scale; Entrepreneurship; Human Resources; Employees; Employee Relationship Management; Organizational Change and Adaptation; Organizational Culture; Organizational Design; Leading Change; Growth Management; Religion; Technology; Online Technology; Internet; Transition; Leadership; Web Services Industry; Technology Industry; United States
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      Rayport, Jeffrey F., and Matthew G. Preble. "Swagbucks." Harvard Business School Case 817-068, March 2017.
      • February 2017
      • Case

      Aston Martin: A Second Century of Performance and Luxury

      By: Vish V. Krishnan, Karim R. Lakhani and Amram Migdal
      Following the March 2016 launch of DB11, Aston Martin Lagonda Ltd.’s first new sports car platform in over a decade, this case discusses the future strategy of the famed British luxury auto manufacturer. Since its founding in 1902, Aston Martin has been characterized... View Details
      Keywords: Luxury; Auto Brand; Luxury Auto; Growth; Innovation; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Brands and Branding; Product Marketing; Product Launch; Product Positioning; Operations; Product Design; Product Development; Production; Innovation and Invention; Transportation; Innovation and Management; Innovation Strategy; Change; Transformation; Management; Marketing; Auto Industry; Europe; United Kingdom; England
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      Krishnan, Vish V., Karim R. Lakhani, and Amram Migdal. "Aston Martin: A Second Century of Performance and Luxury." Harvard Business School Case 617-033, February 2017.
      • August 2016 (Revised July 2017)
      • Background Note

      Brand Portfolio Strategy and Brand Architecture

      By: Jill Avery
      While companies choose to brand their products and services in many different ways, there are some central tenets that help define an optimal brand portfolio and associated brand architecture. Brand portfolio strategy involves the design, deployment, and management of... View Details
      Keywords: Brand Management; Brand Portfolio; Brand Extension; Brand Portfolio Strategy; Brand Architecture; Consumer Behavior; Marketing; Brands and Branding; Marketing Strategy
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      Avery, Jill. "Brand Portfolio Strategy and Brand Architecture." Harvard Business School Background Note 517-021, August 2016. (Revised July 2017.)
      • June 7, 2016
      • Comment

      Can Brand Trump Win a Presidency?

      By: John A. Quelch
      In the marketplace, Brand Trump is authentic. It stands for aspiration and success, but more the ostentatious and flashy success that appeals to the newly wealthy, the entrepreneur, the outsider. For these consumers, brand Trump clearly delivers; Trump hotels, and... View Details
      Keywords: Brand; Umbrella Brands; Political Brands; Political Campaigns; Successful Brands; Personal Brand; Demographics; History; Information; Innovation and Invention; Leadership; Management; Marketing; Outcome or Result; Problems and Challenges; Strategy; Value; Public Administration Industry; Public Relations Industry; United States
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      Quelch, John A. "Can Brand Trump Win a Presidency?" Harvard Business School Working Knowledge (June 7, 2016). (Republished by Forbes.com on June 7, 2016.)
      • July 2015 (Revised April 2016)
      • Case

      Lomography: Analog in a Digital World

      By: John T. Gourville, Karol Misztal and Emer Moloney
      In spite of the world's move to digital photography, in 2013 Lomography continues to design and offer analog (film) cameras to a loyal following of artistic photographers. Now it must decide whether to stick to its traditional offerings, to expand into artistic lenses... View Details
      Keywords: Positioning; Product Lines; Product Line Management; Mission and Purpose; Organizational Change and Adaptation; Technological Innovation; Brands and Branding; Fine Arts Industry; Manufacturing Industry; Technology Industry
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      Gourville, John T., Karol Misztal, and Emer Moloney. "Lomography: Analog in a Digital World." Harvard Business School Case 516-006, July 2015. (Revised April 2016.)
      • 2015
      • Chapter

      The Role of Multiplier Firms and Megaprojects in Leading Change for Sustainability

      By: Amy C. Edmondson, Martine Haas, John D. Macomber and Tiona Zuzul
      In both the private and public sectors, organizations around the world face increasingly pressing questions about how to stimulate and manage change for long-term environmental, social, and economic sustainability. The purpose of this chapter is to highlight the roles... View Details
      Keywords: Blueprint Logic; Learning Logic; Megaprojects; Multiplier Firms; Leading Change; Environmental Sustainability
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      Edmondson, Amy C., Martine Haas, John D. Macomber, and Tiona Zuzul. "The Role of Multiplier Firms and Megaprojects in Leading Change for Sustainability." Chap. 11 in Leading Sustainable Change: An Organizational Perspective, edited by Rebecca Henderson, Ranjay Gulati, and Michael Tushman. Oxford University Press, 2015.
      • December 2014 (Revised October 2015)
      • Case

      Susie Mulder at NIC+ZOE

      By: David Fubini, Joshua Margolis and Kerry Herman
      Susie Mulder must decide how to lead NIC+ZOE—the women's apparel brand she had recently joined as CEO—from its start-up phase into a disciplined growth phase. With growing revenues, a successful product line, and savvy private equity investors, NIC+ZOE seems perfectly... View Details
      Keywords: Clothing; Fashion; Fashion Design; Leadership; Leading Change; Growth and Development Strategy; Private Equity; Decision Making; Apparel and Accessories Industry
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      Fubini, David, Joshua Margolis, and Kerry Herman. "Susie Mulder at NIC+ZOE." Harvard Business School Case 415-043, December 2014. (Revised October 2015.)
      • June 2014 (Revised March 2016)
      • Case

      Relating to Peapod

      By: Susan Fournier and Jill Avery
      Explores the relationships formed between consumers and the Peapod consumer-direct grocery delivery service, as revealed through an ethnographic study of Boston-area Peapod shoppers conducted between the Summer of 1997 and the Fall of 1999. Three representative case... View Details
      Keywords: Brands and Branding; Customer Relationship Management; Marketing Strategy; Service Industry; Boston
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      Fournier, Susan, and Jill Avery. "Relating to Peapod." Harvard Business School Case 314-142, June 2014. (Revised March 2016.)
      • June 2014
      • Article

      Building Brand Knowledge Structures: Elaboration and Interference Effects on the Processing of Sequentially Advertised Brand Benefit Claims

      By: Susan E. Heckler, Kevin L. Keller, Michael J. Houston and Jill Avery
      Two experiments are reported that examine the effects of an ad campaign designed to link two different benefit claims to a brand. The findings indicated that recall for a subsequently advertised claim depended on the strength of existing brand-benefit links in memory.... View Details
      Keywords: Marketing Communication; Brand Building; Brand Management; Brands; Advertising; Consumer Psychology; Advertising Campaigns; Brands and Branding; Marketing Communications; Consumer Behavior; Marketing Strategy; Advertising Industry; Consumer Products Industry
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      Heckler, Susan E., Kevin L. Keller, Michael J. Houston, and Jill Avery. "Building Brand Knowledge Structures: Elaboration and Interference Effects on the Processing of Sequentially Advertised Brand Benefit Claims." Journal of Marketing Communications 20, no. 3 (June 2014): 176–196.
      • October 2013 (Revised January 2016)
      • Case

      J.C. Penney's 'Fair and Square' Strategy (Abridged)

      By: Elie Ofek and Jill Avery
      As he gets ready to release 2nd quarter 2012 results, Ron Johnson, the new CEO of department store J.C. Penney, is reconsidering the dramatic changes he initiated for the business model and brand image of his company. A new pricing scheme he put in place in February,... View Details
      Keywords: Business Model; Change Management; Marketing Strategy; Price; Consumer Behavior; Decision Making; Management Teams; Brands and Branding; Retail Industry; United States
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      Ofek, Elie, and Jill Avery. "J.C. Penney's 'Fair and Square' Strategy (Abridged)." Harvard Business School Case 514-063, October 2013. (Revised January 2016.)
      • September 2013
      • Article

      Testimonials Do Not Convert Patients from Brand to Generic Medication

      By: John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian and Gwendolyn Reynolds

      Objectives: To assess whether the addition of a peer testimonial to an informational mailing increases conversion rates from brand name prescription medications to lower-cost therapeutic equivalents, and whether the testimonial's efficacy increases when... View Details

      Keywords: Testimonial; Peer Information; Social Proximity; Communication; Generic Medication; Familiarity; Marketing Communications; Decision Choices and Conditions; Identity; Health Care and Treatment; Marketing Reference Programs; Power and Influence; Brands and Branding; Health Industry
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      Beshears, John, James J. Choi, David Laibson, Brigitte C. Madrian, and Gwendolyn Reynolds. "Testimonials Do Not Convert Patients from Brand to Generic Medication." American Journal of Managed Care 19, no. 9 (September 2013): e314–e316.
      • September 2012 (Revised January 2013)
      • Case

      J.C. Penney's 'Fair and Square' Pricing Strategy

      By: Elie Ofek and Jill Avery
      As a he gets ready to release 2nd quarter 2012 results, Ron Johnson, the new CEO of department store J.C. Penney, is reconsidering the dramatic changes he initiated for the business model and brand image of his company. A new pricing scheme he put in place in February,... View Details
      Keywords: Change Management; Consumer Behavior; Management Teams; Business Model; Marketing Strategy; Price; Brands and Branding; Decision Making; Retail Industry; United States
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      Ofek, Elie, and Jill Avery. "J.C. Penney's 'Fair and Square' Pricing Strategy." Harvard Business School Case 513-036, September 2012. (Revised January 2013.)
      • July – August 2011
      • Article

      The Paradox of Samsung's Rise

      By: Tarun Khanna, Jaeyong Song and Kyungmook Lee
      Twenty years ago, few people would have predicted that Samsung could transform itself from a low-cost original equipment manufacturer to a world leader in R&D, marketing, and design, with a brand more valuable than Pepsi, Nike, or American Express. Fewer still would... View Details
      Keywords: Organizational Design; Research and Development; Marketing; Business Processes; Brands and Branding; System; Globalized Markets and Industries; Transformation; Cost; Forecasting and Prediction; Production; Quality; China; India; Turkey
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      Khanna, Tarun, Jaeyong Song, and Kyungmook Lee. "The Paradox of Samsung's Rise." Harvard Business Review 89, nos. 7-8 (July–August 2011): 142–147.
      • January 2011
      • Case

      AIC Netbooks: Optimizing Product Assembly

      By: Steven C. Wheelwright and Sunru Yong
      AIC Systems, located in Taichung, Taiwan, is a manufacturer of printed circuit boards, primarily for motherboards and video cards for personal computers. The firm is considered an original design manufacturer (ODM) and takes an active role in innovating and designing... View Details
      Keywords: Performance Management; Quantitative Analysis; Manufacturing; Production Planning; Production Management; Diversification; Production; Performance Efficiency; Product Design; Performance Improvement; Mobile Technology; Manufacturing Industry; Electronics Industry; Taiwan
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      Wheelwright, Steven C., and Sunru Yong. "AIC Netbooks: Optimizing Product Assembly." Harvard Business School Brief Case 114-245, January 2011.
      • January 2010 (Revised March 2010)
      • Case

      Transforming ASUSTeK: Breaking from the Past

      By: Willy C. Shih, Ho Howard Yu and Hung-Chang Chiu
      What happens when an original design manufacturer (ODM) firm tries to transform itself into a branded goods seller? The case traces the evolution of ASUSTeK from a motherboard supplier, to an ODM of desktop and notebook PCs, through its split into three companies that... View Details
      Keywords: Change Management; Transformation; Disruptive Innovation; Brands and Branding; Organizational Change and Adaptation; Organizational Structure; Competitive Strategy; Computer Industry; Manufacturing Industry; Taiwan
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      Shih, Willy C., Ho Howard Yu, and Hung-Chang Chiu. "Transforming ASUSTeK: Breaking from the Past." Harvard Business School Case 610-041, January 2010. (Revised March 2010.)
      • January 2010
      • Teaching Note

      Transforming ASUSTeK: Breaking from the Past (TN)

      By: Willy C. Shih
      Teaching Note for [610041]. View Details
      Keywords: Information Infrastructure; Transformation; Contracts; Production; Product Design; Customers; Competition; Management Practices and Processes; Value; Performance Effectiveness; Brands and Branding; Disruptive Innovation; Computer Industry; Electronics Industry
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      Shih, Willy C. "Transforming ASUSTeK: Breaking from the Past (TN)." Harvard Business School Teaching Note 610-047, January 2010.
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