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  • All HBS Web  (4,705)
    • People  (6)
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  • November 1978 (Revised June 1985)
  • Case

Hanson Industries (B)

By: William J. Bruns Jr. and Julie H. Hertenstein
Provides a complete description of the processes used in preparing a budget (annual operating plan). Starting with basic product line decisions, management prepares a budget that integrates production and marketing within constraints of financial feasibility. The... View Details
Keywords: Production; Negotiation; Marketing; Financing and Loans; Budgets and Budgeting; Planning
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Bruns, William J., Jr., and Julie H. Hertenstein. "Hanson Industries (B)." Harvard Business School Case 179-077, November 1978. (Revised June 1985.)
  • 26 Feb 2008
  • First Look

First Look: February 26, 2008

  Working PapersAn Investigation of Earnings Management through Marketing Actions Authors:Craig J. Chapman and Thomas J. Steenburgh Abstract Combining new, hand-collected data with a widely studied dataset, we examine how firms use View Details
Keywords: Martha Lagace
  • December 2011
  • Case

PepsiCo India: Performance with Purpose

By: Rosabeth M. Kanter, Rakesh Khurana, Rajiv Lal and Natalie Kindred
In 2010, PepsiCo India's management is working to translate PepsiCo's new mission, "Performance with Purpose," into practice in the India market. The mission calls for continued financial performance and market leadership, as well as greater emphasis on healthy... View Details
Keywords: Corporate Strategy; Mission and Purpose; Food and Beverage Industry; India
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Kanter, Rosabeth M., Rakesh Khurana, Rajiv Lal, and Natalie Kindred. "PepsiCo India: Performance with Purpose." Harvard Business School Case 512-041, December 2011.
  • 04 Nov 2015
  • News

M.B.A.s Get Lessons in Income Inequality

  • 29 Mar 2016
  • News

In Starwood Deal, Conventional Wisdom Upended

  • January 2011 (Revised July 2019)
  • Case

Houghton Mifflin Harcourt

By: Stuart C. Gilson and Sarah L. Abbott
One of the leading publishers of textbooks and other educational materials for the U.S. K-12 educational instruction market has suffered a dramatic decline in sales and profits in the wake of the 2008-2009 financial market crisis and economic recession, and is now... View Details
Keywords: Restructuring; Capital Structure; Financial Crisis; Insolvency and Bankruptcy; Decision Choices and Conditions; Publishing Industry; Massachusetts
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Gilson, Stuart C., and Sarah L. Abbott. "Houghton Mifflin Harcourt." Harvard Business School Case 211-027, January 2011. (Revised July 2019.)
  • July 2025
  • Case

Greenwood Online: A Fin-Tech Service for Culture and Community (A)

By: James Riley and Bernal Cortés
In 2020, Ryan Glover and Paul Judge launched Greenwood, a fintech startup designed to counter systemic racial discrimination in the American banking ecosystem by offering accessible financial services tailored to Black and Brown communities, but available to all.... View Details
Keywords: Purpose; Identity; Cultural Branding; Impression Management; Organization Behavior; Strategic Alignment; Start-up; Mission and Purpose; Decisions; Marketing Strategy; Organizational Structure; Banking Industry; United States
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Riley, James, and Bernal Cortés. "Greenwood Online: A Fin-Tech Service for Culture and Community (A)." Harvard Business School Case 426-017, July 2025.
  • March 2006
  • Case

Wells Fargo Convertible Bonds

By: Malcolm P. Baker and Elizabeth Kind
Howard Atkins, the chief financial officer of Wells Fargo, is considering issuing $3 billion in convertible debt. With an investment-grade credit rating, Wells Fargo is not the typical issuer of convertible securities, but the market conditions in 2003 are unusual.... View Details
Keywords: Capital Structure; Financial Institutions; Banks and Banking; Debt Securities; Financial Management; Financial Strategy; Strategy; Banking Industry
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Baker, Malcolm P., and Elizabeth Kind. "Wells Fargo Convertible Bonds." Harvard Business School Case 206-022, March 2006.
  • July 2025
  • Teaching Note

Greenwood Online: A Fin-Tech Service for Culture and Community

By: James Riley and Bernal Cortés
In 2020, Ryan Glover and Paul Judge launched Greenwood, a fintech startup designed to counter systemic racial discrimination in the American banking ecosystem by offering accessible financial services tailored to Black and Brown communities, but available to all.... View Details
Keywords: Purpose; Identity; Cultural Branding; Impression Management; Organization Behavior; Strategic Alignment; Start-up; Mission and Purpose; Decision Making; Decisions; Marketing Strategy; Organizational Structure; Banking Industry; United States
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Riley, James, and Bernal Cortés. "Greenwood Online: A Fin-Tech Service for Culture and Community." Harvard Business School Teaching Note 426-019, July 2025.
  • July 2011 (Revised April 2012)
  • Case

The Clorox Company: Leveraging Green for Growth

By: Elie Ofek and Lauren Barley
The Clorox Company needs to decide on the marketing strategy going forward for its three sustainable brands, Brita, Burt's Bees and Green Works. These brands had fared differently over the past 3 years and each presents multiple courses of action heading into 2011.... View Details
Keywords: Decision Making; Managerial Roles; Brands and Branding; Marketing Strategy; Social Marketing; Corporate Social Responsibility and Impact; Sales; Opportunities; Corporate Strategy; Environmental Sustainability; Chemical Industry; Food and Beverage Industry
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Ofek, Elie, and Lauren Barley. "The Clorox Company: Leveraging Green for Growth." Harvard Business School Case 512-009, July 2011. (Revised April 2012.)
  • February–March 2013
  • Article

The Mobile Banking and Payment Revolution

By: Sunil Gupta
Mobile technology is revolutionizing the global banking and payment industry. It offers new opportunities for banks to provide added convenience to their existing customers in developed countries and reach a large population of unbanked customers in emerging markets.... View Details
Keywords: Emerging Markets; Cross-Cultural and Cross-Border Issues; Mobile and Wireless Technology; Banks and Banking; Banking Industry
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Gupta, Sunil. "The Mobile Banking and Payment Revolution." European Financial Review (February–March 2013), 3–6.
  • September 1998
  • Case

Vanguard Group, Inc. (1998), The

By: Andre F. Perold
Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details
Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry
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Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
  • September 2004 (Revised December 2005)
  • Case

Chardonnay Shortage at Mondavi Winery, The

Mondavi Winery is facing a shortage of its Chardonnay wine. This shortage will disrupt its positioning in wine outlets and impact earnings. Allows students to discuss how to communicate such temporary--but financially important--shocks to the capital markets and... View Details
Keywords: Plant-Based Agribusiness; Business Earnings; Production; System Shocks; Capital Markets; Agriculture and Agribusiness Industry
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Miller, Gregory S., and Thomas Patrick Doyle CSC. "Chardonnay Shortage at Mondavi Winery, The." Harvard Business School Case 105-021, September 2004. (Revised December 2005.)
  • Research Summary

Securities Industry

By: D. Quinn Mills
I have recently published two books about the bull market of the 1990s. The first deals with the internet bubble; the second deals with the large company financial reporting scandals. Both books consider the events, causes (including matters of ethics) , and what... View Details

    Erik Stafford

    Erik Stafford joined the faculty at HBS in July 1999, where he has taught finance in the required and elective curricula of the MBA Program and in the CFA Investment Management Workshop.

    Erik's research efforts focus on investment management, capital... View Details

    Keywords: financial services
    • February 2006 (Revised October 2006)
    • Case

    China: Building "Capitalism with Socialist Characteristics"

    By: Debora L. Spar
    Describes China's phenomenal development from a poor, communist country to a global powerhouse. Provides background on China's history and culture, details the reforms launched in 1978 by Seng Xiaoping, and describes the situation as of 2006, focusing on the... View Details
    Keywords: Economic Growth; Government and Politics; China
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    Spar, Debora L., Jean C. Oi, and Chris Bebenek. China: Building "Capitalism with Socialist Characteristics". Harvard Business School Case 706-041, February 2006. (Revised October 2006.)
    • October 2009 (Revised July 2010)
    • Case

    Roshan: Light at the end of the tunnel in Afghanistan

    By: Herman B. Leonard and Qahir Dhanani
    Roshan is a highly successful telecommunications company founded by the Aga Khan fund for economic development in Afghanistan during an ongoing civil conflict. Company leaders must now decide financial and market strategy for the next phase of development of the... View Details
    Keywords: Developing Countries and Economies; Financial Strategy; Growth and Development Strategy; Marketing Strategy; Corporate Social Responsibility and Impact; War; Telecommunications Industry; Afghanistan
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    Leonard, Herman B., and Qahir Dhanani. "Roshan: Light at the end of the tunnel in Afghanistan." Harvard Business School Case 310-041, October 2009. (Revised July 2010.)
    • September 2023
    • Teaching Note

    Apple’s iPhone Revolution: Pioneering the Circular Economy

    By: George Serafeim
    Teaching Note for HBS Case 123-089. The case describes the Trade-In system for iPhones that allow iPhones to be refurbished and reused or to be recycled. The case provides information for the students to analyze the financial attractiveness of the Trade-In system and... View Details
    Keywords: Iphone; Smartphone; Technology; Business Model Innovation; Carbon Emissions; Recycling; Business Model; Product Design; Climate Change; Environmental Sustainability; Green Technology; Technology Industry
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    Serafeim, George. "Apple’s iPhone Revolution: Pioneering the Circular Economy." Harvard Business School Teaching Note 124-026, September 2023.
    • December 1994 (Revised March 1996)
    • Case

    Ciba Consumer Pharmaceuticals' Acutrim: Challenges and Opportunities in Today's Diet Industry

    By: Nancy F. Koehn and Rebecca Voorheis
    Since its introduction in 1983, Acutrim has been a major player in the U.S. appetite suppressant market and in the broader diet industry. This case focuses on the strategic, regulatory, marketing, and financial challenges this product and the rapidly changing diet... View Details
    Keywords: Product Marketing; Market Design; Industry Structures; Public Ownership; Problems and Challenges; Opportunities; Food and Beverage Industry; Pharmaceutical Industry; United States
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    Koehn, Nancy F., and Rebecca Voorheis. "Ciba Consumer Pharmaceuticals' Acutrim: Challenges and Opportunities in Today's Diet Industry." Harvard Business School Case 795-043, December 1994. (Revised March 1996.)
    • May 2005 (Revised December 2005)
    • Case

    Nexgen: Structuring Collateralized Debt Obligations (CDOs)

    A client asks Luc Giraud, CEO of the structured finance solutions provider Nexgen Financial Solutions, to put together a solution that allows the client to add AAA-rated bonds to its portfolio. The client cannot find suitably priced top-rated bonds in the market and... View Details
    Keywords: Credit Derivatives and Swaps; Risk and Uncertainty; Debt Securities; Bonds; Financial Services Industry
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    Chacko, George C., Peter A. Hecht, Marti Subrahmanyam, Vincent Dessain, and Anders Sjoman. "Nexgen: Structuring Collateralized Debt Obligations (CDOs)." Harvard Business School Case 205-121, May 2005. (Revised December 2005.)
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