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February 2018
Supplement

Robert K. Steel at Wachovia (B)

By: Gautam Mukunda, Nien-hê Hsieh and David Lane

In September 2008, Robert Steel presided over the sale of Wachovia, a top U.S. bank, less than three months after becoming its CEO. Wachovia’s exposure to risky home loans led depositors and creditors to flee the bank on Friday, September 26, after the FDIC seized and... View Details

May 2016
Case

The Inexorable Rise of Walmart? 1988—2016

By: John R. Wells and Gabriel Ellsworth

In October 2015, Walmart surprised investors by announcing that it expected flat sales growth for 2015 and growth of only 3% to 4% over the coming three years. Profits would also fall due to significant investments in people and technology. The company’s stock price... View Details

Keywords: Asda; Costco; David Glass; Convenience Stores; Discount Retailing; Dollar Stores; Doug McMillon; E-commerce; Online Retail; General Merchandise; Grocery; Lee Scott; Mike Duke; Multichannel Retailing; Omnichannel; Neighborhood Market; Sam Walton; Sam's Club; Store Formats; Supercenter; Supermarket; Warehouse Clubs; Merchandising; Walmart; Wal-Mart; Globalized Firms and Management; Competitive Strategy; Corporate Strategy; Growth and Development Strategy; Business Units; Business Divisions; Business Growth and Maturation; Business Model; Business Organization; For-Profit Firms; Film Entertainment; Television Entertainment; Banks and Banking; Price; Profit; Revenue; Food; Global Range; Cross-Cultural and Cross-Border Issues; Global Strategy; Business History; Compensation and Benefits; Employees; Human Capital; Labor Unions; Wages; Business or Company Management; Goals and Objectives; Management Succession; Brands and Branding; Product Positioning; Distribution; Supply Chain; Supply Chain Management; Public Ownership; Problems and Challenges; Labor and Management Relations; Strategy; Adaptation; Business Strategy; Competition; Competitive Advantage; Diversification; Expansion; Segmentation; Information Technology; Internet; Mobile Technology; Online Technology; Web; Web Sites; Retail Industry; Retail Industry; Retail Industry; Retail Industry; United States; Arkansas; Bentonville

July 2012 (Revised April 2013)
Case

Eric Weston

Facing bankruptcy or keeping the doors open, Eric Weston assesses his continued survival in the retail garden supply business he has owned for seven years. View Details

Keywords: Acquisitions; Bankruptcy; Financing; Turnarounds; Liquidation; Negotiation; Entrepreneurial Management; Crisis Management; Entrepreneurs; Bank Loan; Career Planning; Financial Analysis; Insolvency and Bankruptcy; Entrepreneurship; Acquisition; Retail Industry; United States

October 2019
Case

Kaspi.kz IPO

By: Victoria Ivashina and Esel Çekin

This case follows Kaspi.kz, a private equity (Baring Vostok) co-owned retail bank in Central Asia that evolved into a fintech, payments and e-commerce company. It provides insights into private equity financing, portfolio company management, and initial public offering... View Details

Keywords: Finance; Private Equity; Initial Public Offering; Organizational Change and Adaptation; Central Asia

November 1990 (Revised September 1991)
Case

First Chicago Corp.: Corporate Strategy

Lays out the business challenges facing First Chicago Corp. in 1986: the banking industry has been deregulated, many corporations are bypassing banks in their search for capital, and foreign competition has increased. Their traditional market--corporate banking--has... View Details

Keywords: Restructuring; Investment Banking; Corporate Strategy; Emerging Markets; Commercial Banking; Banking Industry; United States

February 1995 (Revised June 1999)
Case

Chemical Bank: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Norman Klein

The retail bank division of Chemical Bank faces declining margins and increased competition in its credit and deposit gathering and processing business. It wishes to implement a new strategy to become a preferred financial service provider to target customer groups.... View Details

Keywords: Balanced Scorecard; Adoption; Growth and Development Strategy; Communication Strategy; Customer Relationship Management; Management Systems; Performance Evaluation; Banks and Banking; Measurement and Metrics; Banking Industry

September 1996 (Revised October 1996)
Case

Clarkson Lumber Company

By: Thomas R. Piper

The owner of a rapidly growing retail lumber company is considering the financial implications of continued rapid growth. The magnitude of the company's future financing requirements must be assessed in the context of the company's access to bank finance and/or equity... View Details

Keywords: Business Growth and Maturation; Financial Reporting; Forecasting and Prediction; Business Strategy; Financial Strategy; Commercial Banking; Borrowing and Debt; Equity; Corporate Finance

June 2013
Teaching Note

Bonne Chance

By: Jim Sharpe and Ian Cornell

This is a teaching note related to HBS Case 813049. View Details

Keywords: Turnaround; Turnarounds; Bankruptcy; Bankruptcy Reorganization; Cash Flow; Cash; Forecasting; Bank Debt; Distressed Debt; Forecasting and Prediction; Entrepreneurship; Retail Industry; United States

02 Apr 2008
Research & Ideas

Four Companies that Conquered America

built up a strong retail market share in the U.S., not under the RBS brand, but through a series of acquisitions of regional (not national) banks. RBS is adding value for its shareholders by letting these View Details

Keywords: by John Quelch

February 1997 (Revised May 1998)
Case

Tire City, Inc.

By: W. Carl Kester

A small, rapidly growing retail distributor of automotive tires must present a set of forecasted financial statements to a bank in order to obtain a five-year loan. Expected growth rates given in the case and historical financial ratios derived from recent financial... View Details

Keywords: Financial Statements; Forecasting and Prediction; Financing and Loans; Price; Supply Chain; Retail Industry; Retail Industry

August 2005 (Revised March 2007)
Case

Politics and Prudential Supervision: ABN Amro's Bid for Antonveneta (A)

By: Rawi E. Abdelal and Christopher Bruner

Involves the March 2005 takeover bid launched by ABN Amro, the Dutch bank, for Padua-based Banca Antoniana Popolare Veneta S.p.A. (Antonveneta)--a bid that many would view as a test of Italy's commitment to the creation of a single European market for financial... View Details

Keywords: History; Transformation; Business and Government Relations; Integration; Competitive Strategy; Mergers and Acquisitions; Emerging Markets; Financial Markets; Banks and Banking; Financial Services Industry; European Union; Italy

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September 2016
Case

Financial Services at Falabella (A)

By: C. Fritz Foley and Agustin M. Hurtado

In 2010, the board and senior management team of Falabella, a leading retailer with operations throughout Latin America, faced choices about what to do with its financial services division. More than 4.5 million customers had CMR credit cards that could be used in... View Details

Keywords: Consumer Credit; Financial Institutions; Personal Finance; Financial Management; Financial Strategy; Corporate Strategy; Banking Industry; Banking Industry; Latin America; Chile; Argentina; Colombia; Peru

February 1997 (Revised April 1998)
Case

first direct (A)

By: Jeffrey F. Rayport

Describes the operations and strategy of the world's largest, fastest growing branchless bank. Using a person-to-person interface over conventional phone lines, First Direct provides standard banking and related financial products to nearly 700,000 customers throughout... View Details

Keywords: Service Delivery; Customer Satisfaction; Banks and Banking; Innovation and Invention; Banking Industry; United Kingdom

December 1998 (Revised December 1999)
Case

Morgan Stanley Dean Witter Private Client Services

By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely

The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details

Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry

June 2013
Teaching Note

Eric Weston (TN)

By: Jim Sharpe and Noah Fisher

This is the Teaching Note Associated with case #813045 (Eric Weston). View Details

Keywords: Acquisitions; Bankruptcy; Financing; Turnarounds; Liquidation; Negotiation; Entrepreneurial Management; Crisis Management; Entrepreneurs; Bank Loan; Career Planning; Financial Analysis; Insolvency and Bankruptcy; Entrepreneurship; Acquisition; Retail Industry; United States

February 1995 (Revised September 1995)
Case

The Bourland Companies

By: William J. Poorvu and John H. Vogel Jr.

Michael Bourland, the president of the Bourland Companies, needs to refinance two properties, an office building in southern New Hampshire and a retail property in Massachusetts. He is considering three alternatives: a renewal of a bank mini-perm, a 15-year mortgage... View Details

Keywords: Capital Markets; Property; Mortgages; Family Business; Financial Management; Family Ownership; Real Estate Industry; Massachusetts; North and Central America

August 2014 (Revised March 2015)
Case

Molycorp: Morgan Brothers' Reverse Convertible Notes (C)

By: Benjamin C. Esty and E. Scott Mayfield

In August 2011, Morgan Brothers Bank was issuing a $2.5 million reverse convertible note with payoffs linked to the price of Molycorp's common stock. These financially engineered securities were just one of many kinds of structured notes available in the retail market.... View Details

Keywords: Structured Products; Reverse Convertible Notes; Replication; Option Pricing; Bond Pricing; Financial Engineering; Valuation; Metals and Minerals; Debt Securities; Finance; Investment; Mining Industry; Financial Services Industry; Canada; California

November 2022 (Revised October 2024)
Case

'A Marshall Plan for Africa': James Mwangi and Equity Group Holdings

By: Caroline M. Elkins, Debora L. Spar, Zeke Gillman and Julia M. Comeau

Financial Inclusion. Dignity. Trust. These were the core principles driving James Mwangi’s transformation of Equity Building Society, insolvent in 1991, into what is, today, Equity Group Holdings, East and Central Africa’s largest retail banking institution. Raised in... View Details

Keywords: Income Inequality; Micro Finance; Microcredit; Microfinance; Banks and Banking; Equality and Inequality; Mission and Purpose; Business Model; Social Entrepreneurship; Banking Industry; Banking Industry; Africa; Kenya

November 2008 (Revised January 2009)
Case

The Restructuring of Daiei

By: Richard S. Ruback

In 2004, the Industrial Revitalization Corporation of Japan (IRCJ) was given the task of restructuring Daiei, one of the largest Japanese retailers and the country's most prominent zombie companies. The IRCJ was a government-sponsored organization that was funded with... View Details

Keywords: Restructuring; Capital Structure; Private Equity; Performance Effectiveness; Retail Industry; Japan

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12 Oct 1999
Research & Ideas

Confronting the Challenges that Face Bricks-and-Mortar Stores

What does cyberspace mean for physical retail space? Has online shopping changed the fundamentals of retailing? How should managers evaluate new in-store technologies? Harvard Business Review posed these questions to three View Details

Keywords: by Raymond Burke; Retail

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