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      • Faculty Publications  (190)

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      • July 2017 (Revised September 2017)
      • Case

      Donald Trump Calls Carrier Corporation

      By: Andy Zelleke and Brian Tilley
      This case examines the influence of political pressure on corporate decision-making. It questions whether fidelity to domestic operations ought to be a corporate social responsibility, and thus it challenges the limits of “social responsibility” as a corporate ideal.... View Details
      Keywords: Corporate Social Responsibility; Board Decisions; Political Influence; Layoffs; Offshoring And Outsourcing; Manufacturing; United States; Mexico; Governing and Advisory Boards; Decision Making; Job Cuts and Outsourcing; Political Elections; Corporate Social Responsibility and Impact; Corporate Governance; Technology Industry; Manufacturing Industry; Connecticut; Indiana; Mexico
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      Zelleke, Andy, and Brian Tilley. "Donald Trump Calls Carrier Corporation." Harvard Business School Case 318-030, July 2017. (Revised September 2017.)
      • June 2017 (Revised December 2017)
      • Case

      CJ E&M: KCON Goes Global

      By: Elie Ofek and Michael Norris
      In January of 2017, CJ Entertainment & Media (E&M) proudly announced that it will be holding its first ever KCON in Mexico City just two months later. CJ Group Chairman Jay Lee and Vice Chairwoman Miky Lee are pleased at the progress that KCON, a Korean-oriented music... View Details
      Keywords: Music Entertainment; Cultural Entrepreneurship; Growth and Development Strategy; Food; Music Industry; Entertainment and Recreation Industry; Food and Beverage Industry
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      Ofek, Elie, and Michael Norris. "CJ E&M: KCON Goes Global." Harvard Business School Case 517-083, June 2017. (Revised December 2017.)
      • June 2017
      • Case

      Guillermo Jaime—An Endeavor Entrepreneur

      By: Lynda M. Applegate, Sarah Mehta and Aldo Sesia
      Guillermo Jaime was the founder and CEO of Mejoramiento Integral Asistido (MIA), a for-profit company providing affordable housing to low-income Mexicans living at the base of the pyramid (BOP). This case tells the story of Jaime and Endeavor, a nonprofit dedicated to... View Details
      Keywords: Base Of The Pyramid; Social Capitalism; Housing; Emerging Markets; Social Enterprise; Society; Wealth and Poverty; Social Entrepreneurship; Construction Industry; Mexico
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      Applegate, Lynda M., Sarah Mehta, and Aldo Sesia. "Guillermo Jaime—An Endeavor Entrepreneur." Harvard Business School Case 817-084, June 2017.
      • June 2017
      • Case

      MIA: Profit at the Base of the Pyramid

      By: Lynda M. Applegate, José Antonio Dávila Castilla, Sarah Mehta and Aldo Sesia
      In January 2016, Guillermo Jaime had just returned home to Mexico City after attending a Harvard Business School executive education program. Jaime was the founder and CEO of Mejoramiento Integral Asistido (MIA), a company providing affordable housing to low-income... View Details
      Keywords: Base Of The Pyramid; Social Capitalism; Housing; Emerging Markets; Social Enterprise; Society; Wealth and Poverty; Social Entrepreneurship; Construction Industry; Mexico
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      Applegate, Lynda M., José Antonio Dávila Castilla, Sarah Mehta, and Aldo Sesia. "MIA: Profit at the Base of the Pyramid." Harvard Business School Case 817-073, June 2017.
      • March 2017 (Revised February 2018)
      • Case

      Tequila Patrón

      By: Rohit Deshpandé, Carlos Castellanos Rodríguez, Silvia Cacho-Elizondo, Samantha Rullán and Fernanda Miguel
      Tequila Patrón was one of the most successful tequila marketers in the United States. Patrón needed to grow, and in Mexico, the second largest market for tequila, the brand was perceived as American. What portfolio and branding strategy would best serve Patrón to... View Details
      Keywords: Marketing Strategy; Product Positioning; Growth and Development Strategy; Mexico
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      Deshpandé, Rohit, Carlos Castellanos Rodríguez, Silvia Cacho-Elizondo, Samantha Rullán, and Fernanda Miguel. "Tequila Patrón." Harvard Business School Case 517-108, March 2017. (Revised February 2018.)
      • March 2017 (Revised April 2017)
      • Case

      OXXO's Turf War Against Extra (A)

      By: Tatiana Sandino, Gerardo Pérez Cavazos and Annelena Lobb
      In 2006, Mexican convenience store chain OXXO faced a threat from a formidable competitor, the rival convenience chain Extra. OXXO had embarked on an initiative to fortify its corporate culture and operating system, but the threat of Extra raised the question of... View Details
      Keywords: Organizational Culture; Organizational Design; Competitive Strategy; Growth and Development Strategy; Retail Industry; Mexico
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      Sandino, Tatiana, Gerardo Pérez Cavazos, and Annelena Lobb. "OXXO's Turf War Against Extra (A)." Harvard Business School Case 117-021, March 2017. (Revised April 2017.)
      • March 2017
      • Supplement

      OXXO's Turf War Against Extra (B)

      By: Tatiana Sandino, Gerardo Pérez Cavazos and Annelena Lobb
      Supplements the (A) case. View Details
      Keywords: Organizational Culture; Organizational Design; Competitive Strategy; Growth and Development Strategy; Retail Industry; Mexico
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      Sandino, Tatiana, Gerardo Pérez Cavazos, and Annelena Lobb. "OXXO's Turf War Against Extra (B)." Harvard Business School Supplement 117-022, March 2017.
      • January 2017 (Revised August 2017)
      • Case

      Mexico's Energy Reform

      By: Richard H.K. Vietor and Haviland Sheldahl-Thomason
      Energy—both petroleum and electricity—had been terribly managed for decades in Mexico. The two national monopolies—PEMEX and CFE—were inefficient, overstaffed, corrupt, rife with subsidies, and losing money. Finally, in 2012, President Enrique Peña Nieto announced his... View Details
      Keywords: Energy; Governing Rules, Regulations, and Reforms; Performance Improvement; Energy Industry; Mexico
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      Vietor, Richard H.K., and Haviland Sheldahl-Thomason. "Mexico's Energy Reform." Harvard Business School Case 717-027, January 2017. (Revised August 2017.)
      • January 2017 (Revised April 2017)
      • Supplement

      Bridj and the Business of Urban Mobility (B): A New Model in Kansas City

      By: Rosabeth Moss Kanter and Jonathan Cohen
      In late 2016, Bridj was expanding its digital platform to help address urban mobility problems faced by cities across the country and the world. Its founder and CEO, Matt George, weighed up several possible strategies for growth as he aimed to responsibly build the... View Details
      Keywords: Mobility; Digital; Mobile App; Mobile; Data; Platform; Organization; Startup; Start-up Growth; Startup Management; Responsibility; Corporate Responsibility; Entrepreneurship; Information Technology; Transportation; Business and Stakeholder Relations; Growth and Development Strategy; Digital Platforms; Mobile and Wireless Technology; United States; District of Columbia; Massachusetts; Kansas; Mexico
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      Kanter, Rosabeth Moss, and Jonathan Cohen. "Bridj and the Business of Urban Mobility (B): A New Model in Kansas City." Harvard Business School Supplement 317-047, January 2017. (Revised April 2017.)
      • September 2016 (Revised October 2018)
      • Case

      LabCDMX: Experiment 50

      By: Mitchell Weiss and Maria Fernanda Miguel
      There were probably 30,000 public buses, minibuses, and vans in Mexico City. Though, in 2015, no one knew for certain since no comprehensive schedule existed. This was why el Laboratorio para la Ciudad (or LabCDMX) had spawned an effort to generate a map of the... View Details
      Keywords: Public Entrepreneurship; Experimentation; Lean Startup; Government; Innovation; Crowdsourcing; Open Data; Entrepreneurship; Social Entrepreneurship; Innovation and Invention; Innovation Leadership; Government Administration; Transportation; Transportation Industry; Mexico City; Mexico
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      Weiss, Mitchell, and Maria Fernanda Miguel. "LabCDMX: Experiment 50." Harvard Business School Case 817-031, September 2016. (Revised October 2018.)
      • August 2016
      • Case

      Collective Academy

      By: Shikhar Ghosh and Christopher Payton
      This case is about making the decision to become an entrepreneur and early challenges in setting up a business model and team. In 2015, Pato Bichara co-founded Collective Academy to create an affordable, three-year undergraduate experience to infuse innovation into... View Details
      Keywords: Early Stage; Team Building; Business Startup; Trade-offs; Risk; Founders' Agreements; Education; Entrepreneurship; Business Model; Business Startups; Decision Making; Technology Industry; Mexico; Latin America; United States
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      Ghosh, Shikhar, and Christopher Payton. "Collective Academy." Harvard Business School Case 817-026, August 2016.
      • August 2016
      • Teaching Note

      Naranya: Created in Mexico

      By: Laura Alfaro, Christian Ketels, Haviland Sheldahl-Thomason and Marcela Merino Dominguez
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      Alfaro, Laura, Christian Ketels, Haviland Sheldahl-Thomason, and Marcela Merino Dominguez. "Naranya: Created in Mexico." Harvard Business School Teaching Note 717-002, August 2016.
      • May 16, 2016
      • Article

      Food Safety Economics: The Cost of a Sick Customer

      By: Dina Gerdeman and John A. Quelch
      Chipotle Mexican Grill’s ongoing struggle to win customers back months after a contaminated food crisis highlights the challenges companies face with keeping food safe.

      Chipotle has seen its shares tumble and recently reported its first-ever quarterly loss... View Details
      Keywords: Food Safety; Organic Food; Supply Chain Management; Globalization Of Food Business; Mérieux NutriSciences: Marketing Food Safety Testing; Food Safety Modernization Act 2011; Plant-Based Agribusiness; Transition; Economic Systems; Food; Health; Supply and Industry; Logistics; Practice; Problems and Challenges; Quality; Safety; Business Strategy; Corporate Strategy; Customization and Personalization; Agriculture and Agribusiness Industry; Consumer Products Industry; Food and Beverage Industry; Insurance Industry; Public Administration Industry; Public Relations Industry; Retail Industry; Service Industry; Mexico; North America; United States; Canada
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      Gerdeman, Dina, and John A. Quelch. "Food Safety Economics: The Cost of a Sick Customer." Harvard Business School Working Knowledge (May 16, 2016).
      • February 2016 (Revised April 2020)
      • Case

      Naranya: Created in Mexico

      By: Laura Alfaro, Christian Ketels, Marcela Merino Dominguez and Haviland Sheldahl-Thomason
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      Alfaro, Laura, Christian Ketels, Marcela Merino Dominguez, and Haviland Sheldahl-Thomason. "Naranya: Created in Mexico." Harvard Business School Case 716-062, February 2016. (Revised April 2020.)
      • October 2015
      • Case

      DPDHL Group: Employee Safety and Wellbeing

      By: John A. Quelch and Carin-Isabel Knoop
      Management at Deutsche Post DHL Group is designing a three-country test of investment in a new health and wellbeing strategy. View Details
      Keywords: Health; Wellbeing; Wellness; Safety; Risk; Employees; Human Resources; Risk Management; Service Industry; China; Mexico; Middle East
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      Quelch, John A., and Carin-Isabel Knoop. "DPDHL Group: Employee Safety and Wellbeing." Harvard Business School Case 516-049, October 2015.
      • May 2015
      • Supplement

      OdontoPrev (B)

      By: Regina E. Herzlinger
      Keywords: Brazil; Mexico
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      Herzlinger, Regina E. "OdontoPrev (B)." Harvard Business School Supplement 315-125, May 2015.
      • October 2014 (Revised December 2014)
      • Case

      Gentera: Beyond Microcredit

      By: Rajiv Lal and Lisa Mazzanti
      Gentera, whose largest subsidiary is Compartamos Banco, has been a fantastically successful endeavor since it started in the 1990s. But in 2014, Gentera faces challenges in expanding beyond group-lending and micro-credit into microfinance and beyond in order to fulfill... View Details
      Keywords: Financial Inclusion; Compartamos; Gentera; Micro-lending; Microfinance; Insurance; Banking Industry; Insurance Industry; Mexico City
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      Lal, Rajiv, and Lisa Mazzanti. "Gentera: Beyond Microcredit." Harvard Business School Case 515-017, October 2014. (Revised December 2014.)
      • 17 Jul 2014
      • Panel Discussion

      Monitoring the Monitors: How Social Factors Influence Supply Chain Auditors

      By: Jodi L. Short and Michael W. Toffel
      Keywords: CSR; Corporate Accountability; Corporate Social Responsibility; Outsourced Production; Outsourcing; Sustainability; Sustainability Management; Auditing; Audit Quality; Gender; Conflicts Of Interest; Bias; Apparel and Accessories Industry; Electronics Industry; Manufacturing Industry; China; India; Pakistan; Bangladesh; Mexico; Brazil; Viet Nam; Indonesia; Philippines; Sri Lanka; Taiwan; South Korea
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      Short, Jodi L., and Michael W. Toffel. "Monitoring the Monitors: How Social Factors Influence Supply Chain Auditors." Elevate Limited Webinar, July 17, 2014. (Webinar coordinated by Elevate Limited.)
      • April 2014 (Revised March 2018)
      • Case

      Texas Children's Hospital: Congenital Heart Disease Care

      By: Michael E. Porter, Justin M. Bachmann and Zachary C. Landman
      In 2014, Dr. Charles D. Fraser Jr., Surgeon-in-Chief of Texas Children's Hospital in Houston, was contemplating the future direction of the congenital heart disease program. The nation's largest pediatric hospital, Texas Children's was ranked by U.S. News & World... View Details
      Keywords: Health Care; Congenital Heart Disease; Integrated Practice Units; Health Care and Treatment; Outcome or Result; Measurement and Metrics; Performance Improvement; Health Industry; United States; Texas
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      Porter, Michael E., Justin M. Bachmann, and Zachary C. Landman. "Texas Children's Hospital: Congenital Heart Disease Care." Harvard Business School Case 714-507, April 2014. (Revised March 2018.)
      • March 2014 (Revised September 2017)
      • Case

      salaUno: Eliminating Needless Blindness in Mexico

      By: Richard Hamermesh, Regina Garcia Cueller and Valeria Moy
      In May 2013 the co-founders and co-CEOs of salaUno, Javier Okhuysen and Carlos Orellana, were encouraged by the results of their fledgling start-up. salaUno was founded as a for-profit enterprise in order to have the capital needed for rapid growth and to fulfill its... View Details
      Keywords: Medical Services; Developing Countries; Developing Markets; Health Care Industry; Health Services; Healthcare Ventures; Healthcare Startups; Health Care and Treatment; Health; Business Startups; Developing Countries and Economies; Growth and Development Strategy; Health Industry; Mexico; Mexico City
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      Hamermesh, Richard, Regina Garcia Cueller, and Valeria Moy. "salaUno: Eliminating Needless Blindness in Mexico." Harvard Business School Case 814-041, March 2014. (Revised September 2017.)
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