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  • All HBS Web  (4,020)
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  • June 2020 (Revised May 2022)
  • Case

Vanguard Retail Operations (A)

By: Willy C. Shih and Antonio Moreno
The first two cases in this series are set in the financial services industry, and explore whether it is better for back-office workers to be generalists who provide the flexibility of being able to handle the complete range of transactions that the company faces or... View Details
Keywords: Pooling; Generalist Model; Specialist Model; Operations; Service Operations; Management; Job Design and Levels; Financial Services Industry; United States
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Shih, Willy C., and Antonio Moreno. "Vanguard Retail Operations (A)." Harvard Business School Case 620-104, June 2020. (Revised May 2022.)
  • April 2002 (Revised March 2006)
  • Background Note

Economics of Retail Banking Note

By: Frances X. Frei and Dennis Campbell
Explains the financial operations of retail banking, highlighting profitability challenges facing the industry. For U.S. banks, it is quite common for more than half of the customer base to be unprofitable and to have relatively few customers make up the vast majority... View Details
Keywords: Customers; Economics; Cost; Banks and Banking; Profit; Revenue; Service Operations; Banking Industry; United States
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Frei, Frances X., and Dennis Campbell. "Economics of Retail Banking Note." Harvard Business School Background Note 602-153, April 2002. (Revised March 2006.)
  • December 1998
  • Case

Retail Financial Services in 1998: First Union

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of First Union's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: First Union." Harvard Business School Case 799-054, December 1998.
  • May 1998 (Revised May 2001)
  • Case

Merchandising at Nine West Retail Stores

By: Ananth Raman and Colin S Welch
Describes the merchandising decision process (organization, structure, and incentives) at Nine West retail stores, a large footwear retailer in the United States. Also describes changes currently occurring at Nine West and thus provides a context in which students can... View Details
Keywords: Organizational Structure; Situation or Environment; Motivation and Incentives; Decision Making; Change; Budgets and Budgeting; Forecasting and Prediction; Brands and Branding; Marketing Strategy; Product Marketing; Retail Industry; Retail Industry; United States
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Raman, Ananth, and Colin S Welch. "Merchandising at Nine West Retail Stores." Harvard Business School Case 698-098, May 1998. (Revised May 2001.)
  • January 2021
  • Article

The Effects of Menu Costs on Retail Performance: Evidence from Adoption of the Electronic Shelf Label Technology

By: Ioannis Stamatopoulos, Achal Bassamboo and Antonio Moreno
We use the adoption of electronic shelf labels (ESLs) by an international grocery retailer in 2015 to identify the effects of physical menu costs (i.e., labor and material costs of price adjustment) on retail performance. We find that the installation of ESLs increased... View Details
Keywords: Retail Operations; Dynamic Pricing; Revenue Management; Operations; Price; Revenue; Management; Retail Industry
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Stamatopoulos, Ioannis, Achal Bassamboo, and Antonio Moreno. "The Effects of Menu Costs on Retail Performance: Evidence from Adoption of the Electronic Shelf Label Technology." Management Science 67, no. 1 (January 2021): 242–256.
  • September 1997 (Revised March 1998)
  • Background Note

Automobile Retailing in the U.S.

By: V. Kasturi Rangan and Marie Bell
In the mid-1990s, the U.S. automobile retailing industry is on the brink of profound change. This case traces the drivers of change, the history of the industry, and potential distribution systems of the future. View Details
Keywords: History; Distribution; Change; Retail Industry; Retail Industry; United States
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Rangan, V. Kasturi, and Marie Bell. "Automobile Retailing in the U.S." Harvard Business School Background Note 598-014, September 1997. (Revised March 1998.)
  • May 2025
  • Teaching Note

Boutiqaat: Influencing Retail in MENA

By: Juan Alcacer and Noor Al Qadhi
Boutiqaat, a Kuwait-based e-commerce platform, scaled an influencer-driven beauty retail model across MENA and now faces critical strategic choices about offline expansion and globalization. Founded in 2015, Boutiqaat combined social commerce, localized logistics, and... View Details
Keywords: Emerging Markets; Digital Strategy; Growth and Development; Expansion; Global Strategy; Distribution Channels; Business Model; Retail Industry; Retail Industry; Kuwait; Saudi Arabia; Middle East; North Africa
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Alcacer, Juan, and Noor Al Qadhi. "Boutiqaat: Influencing Retail in MENA." Harvard Business School Teaching Note 725-463, May 2025.
  • May 1998
  • Background Note

Note on the Retailing Industry

By: David E. Bell and Ann Leamon
Presents a survey discussion of retailing and current issues. Examines the impact of changing consumer attitudes on the industry and outlines the industry's response: consolidation, adoption of technology, use of brands and private labels, and changing relationships... View Details
Keywords: Transformation; Debates; Customers; Surveys; Partners and Partnerships; Attitudes; Adoption; Consolidation; Retail Industry
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Bell, David E., and Ann Leamon. "Note on the Retailing Industry." Harvard Business School Background Note 598-148, May 1998.
  • July 2018
  • Teaching Note

Ron Johnson: A Career in Retail

By: Ryan Raffaelli
In April 2013, Ron Johnson (HBS '84) stepped down after just 18 months as CEO of J.C. Penney. In his brief tenure, Johnson, an acclaimed retailer respected for his innovation and success in shaping the retail image at Target and Apple, introduced dramatic departures... View Details
Keywords: Leadership; Leadership Development; Legal Industry; Procurement; Professional Service Firms; Pricing; Competition; Organizational Behavior; Change Management; Innovation Leadership; Situation or Environment; Failure; Management Teams; Brands and Branding; Retail Industry; United States
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Raffaelli, Ryan. "Ron Johnson: A Career in Retail." Harvard Business School Teaching Note 419-010, July 2018.
  • December 1998
  • Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Merrill Lynch." Harvard Business School Case 799-055, December 1998.
  • December 1998
  • Case

Retail Financial Services in 1998: Fidelity Investments

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Fidelity Investments." Harvard Business School Case 799-053, December 1998.
  • December 1998
  • Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Charles Schwab." Harvard Business School Case 799-052, December 1998.
  • 07 Jul 2014
  • Research & Ideas

Banning Big-box Stores Can Hurt Local Retailers

Sometimes city governments issue zoning requirements prohibiting the construction of giant retail stores. The latest: Swansboro, North Carolina, where town residents are hotly debating an ordinance that, in effect, would ban construction... View Details
Keywords: by Carmen Nobel; Retail
  • January 2021
  • Supplement

E-Commerce Analytics for CPG Firms (B): Optimizing Assortment for a New Retailer

By: Ayelet Israeli and Fedor (Ted) Lisitsyn
The E-Commerce Analytics group at the traditional CPG firm was in charge of compiling various online sales reports, as well as making data-driven recommendations for sales and marketing tactics. In a series of exercises, students address different data challenges for... View Details
Keywords: Data Analysis; Data Analytics; CPG; Consumer Packaged Goods (CPG); Online Channel; Retail; Retail Analytics; Retailing Industry; Data; Data Sharing; Ecommerce; Assortment Optimization; Assortment Planning; Analytics and Data Science; Retention; Retail Industry; Retail Industry; United States
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Israeli, Ayelet, and Fedor (Ted) Lisitsyn. "E-Commerce Analytics for CPG Firms (B): Optimizing Assortment for a New Retailer." Harvard Business School Spreadsheet Supplement 521-713, January 2021.
  • January 2025 (Revised February 2025)
  • Teaching Note

Vanguard Retail Operations

By: Antonio Moreno, Willy C. Shih and Margaret Underwood
Teaching Note for HBS Case No. 620-104. View Details
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Moreno, Antonio, Willy C. Shih, and Margaret Underwood. "Vanguard Retail Operations." Harvard Business School Teaching Note 625-080, January 2025. (Revised February 2025.)
  • 10 Oct 2011
  • Research & Ideas

Retailing Revolution: Category Killers on the Brink

"Category killers," those highly focused retailers that specialize in a category of goods including Barnes & Noble, Best Buy, and Staples, were once the bane of mass-market retailers' existence. Their wide assortment, aggressive... View Details
Keywords: by Rajiv Lal & Jose B. Alvarez; Retail
  • November 2009
  • Exercise

Investor Meets Calendar Retailer

By: Ananth Raman, Vishal Gaur and Richard Lai
Keywords: Investment; Retail Industry
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Raman, Ananth, Vishal Gaur, and Richard Lai. "Investor Meets Calendar Retailer." Harvard Business School Exercise 610-037, November 2009.
  • 2005
  • Class Lecture

The Revolution in Retailing

By: David E. Bell
Keywords: Sales; Marketing; Change
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Bell, David E. "The Revolution in Retailing." Boston: Harvard Business School Publishing Class Lecture, 2005. Electronic. (Faculty Lecture: HBSP Product Number 1037C.)
  • May 1984 (Revised May 1988)
  • Background Note

Retail Financial Services Industry--1984

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Ghemawat, Pankaj. "Retail Financial Services Industry--1984." Harvard Business School Background Note 384-246, May 1984. (Revised May 1988.)
  • May 2023
  • Article

Gentrification and Retail Churn: Theory and Evidence

By: Edward L. Glaeser, Michael Luca and Erica Moszkowski
How does gentrification transform neighborhood retail amenities? This paper presents a model in which gentrification harms incumbent residents by increasing rental costs and by eliminating distinctive local stores. While rising rents can be offset with targeted... View Details
Keywords: Gentrification; Neighborhoods; Impact; Local Range; Transition; Civil Society or Community; Welfare; Economic Growth
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Glaeser, Edward L., Michael Luca, and Erica Moszkowski. "Gentrification and Retail Churn: Theory and Evidence." Art. 103879. Regional Science and Urban Economics 100 (May 2023).
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