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      • Faculty Publications  (229)

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      • 2014
      • Teaching Note

      Fine Harvest Restaurant Group

      By: Clara X. Chen, Kenneth A. Merchant, Tatiana Sandino and Wim Van der Stede
      The Fine Harvest Restaurant Group cases A and B examine a company's design of a new system to evaluate the performance (and determine the bonuses) for its restaurant managers. Fine Harvest had traditionally evaluated restaurant managers based on store margins and had... View Details
      Keywords: Incentive Systems; Relative Performance Evaluation; Restaurant Industry; Accounting; Economics; Human Resources; Measurement and Metrics; Labor; Performance; Salesforce Management; Retail Industry; North and Central America
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      Chen, Clara X., Kenneth A. Merchant, Tatiana Sandino, and Wim Van der Stede. "Fine Harvest Restaurant Group." University of Southern California, Marshall School of Business Teaching Note, 2014.
      • Article

      Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information

      By: Santiago Gallino and Antonio Moreno
      Using a proprietary data set, we analyze the impact of the implementation of a “buy-online, pick-up-in-store” (BOPS) project. The implementation of this project is associated with a reduction in online sales and an increase in store sales and traffic. These results can... View Details
      Keywords: Retail Operations; Inventory Availability; Empirical Operations Management; Business Analytics; Online Retail; Ecommerce; Operations; Management; Distribution Channels; Consumer Behavior; E-commerce; Retail Industry
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      Gallino, Santiago, and Antonio Moreno. "Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information." Management Science 60, no. 6 (June 2014): 1434–1451. (Finalist of Management Science Best Paper award in Operations Management.)
      • February 2014 (Revised March 2014)
      • Case

      Red Star Furniture Group Co. Ltd.

      By: Krishna G. Palepu and Pedro Nueno
      Founded in 1986, Red Star had become the leading department store in China for furniture and home equipment products (bathroom, lamps, textiles complements, etc.). The business model of Red Star was to provide adequate space for vendors (that rented the space) in good... View Details
      Keywords: Entrepreneurship In Emerging Markets; Growth Strategy And Execution; Growth and Development Strategy; Retail Industry; China
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      Palepu, Krishna G., and Pedro Nueno. "Red Star Furniture Group Co. Ltd." Harvard Business School Case 114-053, February 2014. (Revised March 2014.)
      • February 2014 (Revised January 2024)
      • Case

      Go Mobile: Aligning District Managers and Store Teams

      By: Tatiana Sandino
      Indian cell phone retailer Go Mobile had implemented high-powered incentives to motivate its store employees to behave as owners and provide exceptional service. As the company scaled up, it faced multiple challenges in building a layer of district managers that were... View Details
      Keywords: Employee Relationship Management; Mobile and Wireless Technology; Growth Management; Organizational Design; Salesforce Management; Motivation and Incentives; Management Practices and Processes; Telecommunications Industry; India
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      Sandino, Tatiana. "Go Mobile: Aligning District Managers and Store Teams." Harvard Business School Case 114-034, February 2014. (Revised January 2024.)
      • January 2014
      • Supplement

      J.C. Penney's 'Fair and Square' Strategy (C): Back to the Future

      By: Elie Ofek, Jill Avery and Jose B. Alvarez
      Rehired in April 2013, Myron E. "Mike" Ullman III was brought back to stabilize the retailer's business. Under Ron Johnson's "Fair and Square" program, sales had declined rapidly and quarterly losses and expensive capital investments had put severe pressure on cash... View Details
      Keywords: Decisions; Marketing Strategy; Retail Industry
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      Ofek, Elie, Jill Avery, and Jose B. Alvarez. "J.C. Penney's 'Fair and Square' Strategy (C): Back to the Future." Harvard Business School Supplement 514-073, January 2014.
      • November 2013
      • Article

      Adding Bricks to Clicks: On the Role of Physical Stores in a World of Online Shopping

      By: Jill Avery, Thomas Steenburgh, John A. Deighton and Mary Caravella
      Buying a product has never been easier. Consumers can shop online, over the phone or via mail order, from home or on the go, and if they want to experience touch and feel, they can also visit a "real" store. Often, one and the same retailer offers several of these... View Details
      Keywords: Channel Management; Retailing; Marketing; Marketing Channels; Marketing Strategy; E-commerce; Retail Industry; United States
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      Avery, Jill, Thomas Steenburgh, John A. Deighton, and Mary Caravella. "Adding Bricks to Clicks: On the Role of Physical Stores in a World of Online Shopping." GfK Marketing Intelligence Review 5, no. 2 (November 2013).
      • 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.)
      • October 2013
      • Case

      Pearle Vision: Clearly Different?

      By: Rajiv Lal and Natalie Kindred
      Ohio-based optical retailer Pearle Vision, part of the vertically integrated Italian eyewear group Luxottica, sold glasses and offered in-store eye exams. Once the largest U.S. optical retailer, Pearle Vision, with 266 corporate stores and 356 franchised stores in... View Details
      Keywords: Eye Care; Competitive Advantage; Market Participation; Retail Industry; Retail Industry; United States
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      Lal, Rajiv, and Natalie Kindred. "Pearle Vision: Clearly Different?" Harvard Business School Case 514-015, October 2013.
      • September 2013
      • Teaching Note

      Trader Joe's

      By: David L. Ager and Michael A. Roberto
      Based on a variety of metrics, Trader Joe's ranked as one of the most successful grocers in the United States in 2013. Experts estimated that the company had the highest sales per square foot of any major grocery chain, even significantly higher than top performer... View Details
      Keywords: Comparative Advantage; Core Competencies; Growth Strategy; Strategic Positioning; Industry Analysis; Competitive Strategy; Competitive Advantage; Organizational Culture; Growth and Development Strategy; Retail Industry; Retail Industry; United States
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      Ager, David L., and Michael A. Roberto. "Trader Joe's." Harvard Business School Teaching Note 714-420, September 2013.
      • September 2013 (Revised April 2014)
      • Case

      Trader Joe's

      By: David L. Ager and Michael A. Roberto
      Based on a variety of metrics, Trader Joe's ranked as one of the most successful grocers in the United States in 2013. Experts estimated that the company had the highest sales per square foot of any major grocery chain, even significantly higher than top performer... View Details
      Keywords: Core Competencies; Growth Strategy; Strategic Positioning; Industry Analysis; Competitive Strategy; Competitive Advantage; Organizational Culture; Growth and Development Strategy; Retail Industry; Retail Industry; United States
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      Ager, David L., and Michael A. Roberto. "Trader Joe's." Harvard Business School Case 714-419, September 2013. (Revised April 2014.)
      • May 2013
      • Case

      Altius Golf and the Fighter Brand

      By: Robert J. Dolan and Sunru Yong
      Altius Golf is the clear leader in the golf ball market despite a long-term decline in the number of golfers and a drop in sales following the financial crisis. The firm has maintained its position by introducing generations of advanced, super-premium golf balls that... View Details
      Keywords: Governing and Advisory Boards; Competitive Advantage; Decision Choices and Conditions; Distribution Channels; Sports; Financial Crisis; Brands and Branding; Segmentation; Sports Industry; Entertainment and Recreation Industry
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      Dolan, Robert J., and Sunru Yong. "Altius Golf and the Fighter Brand." Harvard Business School Brief Case 913-578, May 2013.
      • 2013
      • Working Paper

      Improving Store Liquidation

      By: Nathan Craig and Ananth Raman
      Store liquidation is the time-constrained divestment of retail outlets through an in-store sale of inventory. The retail industry depends extensively on store liquidation, not only as a means for investors to recover capital from failed ventures, but also to allow... View Details
      Keywords: Business Exit or Shutdown; Financial Condition; Operations; Retail Industry
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      Craig, Nathan, and Ananth Raman. "Improving Store Liquidation." Harvard Business School Working Paper, No. 13-096, May 2013.
      • 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.)
      • Article

      Can Wages Buy Honesty?: The Relationship Between Relative Wages and Employee Theft

      By: C. X. Chen and Tatiana Sandino
      In this study we examine whether, for a sample of retail chains, high levels of employee compensation can deter employee theft, an increasingly common type of fraudulent behavior. Specifically, we examine the extent to which relative wages (i.e., employee wages... View Details
      Keywords: Risk Management; Behavior; Compensation and Benefits; Societal Protocols
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      Chen, C. X., and Tatiana Sandino. "Can Wages Buy Honesty? The Relationship Between Relative Wages and Employee Theft." Journal of Accounting Research 50, no. 4 (September 2012): 967–1000.
      • July 2012 (Revised July 2015)
      • Case

      Nalli Silk Sarees (A)

      By: V.G. Narayanan, Namrata Arora and Vidhya Muthuram
      Nalli Silk Sarees Private Limited was a family owned and operated business that retailed Indian ethnic wear. This 83-year-old company had enjoyed impressive growth with a $95 million turnover, a 22-store retail footprint, and had outdone its competitors by being the... View Details
      Keywords: Pricing Strategy; Price; Strategy; Family Business; Growth and Development; Brands and Branding; Growth and Development Strategy; Expansion; Competitive Strategy; Apparel and Accessories Industry; India
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      Narayanan, V.G., Namrata Arora, and Vidhya Muthuram. "Nalli Silk Sarees (A)." Harvard Business School Case 113-004, July 2012. (Revised July 2015.)
      • Article

      Regulation and UK Retailing Productivity: Evidence from Microdata

      By: Jonathan Haskel and Raffaella Sadun
      We explore the effects of planning regulation on the UK retail sector between 1997 and 2003 using micro-data from the UK census. We document a shift to smaller shops following a 1996 regulatory change that increased the costs of opening large stores. Our analysis... View Details
      Keywords: Governing Rules, Regulations, and Reforms; Performance Productivity; Growth and Development; Economic Slowdown and Stagnation; Management Analysis, Tools, and Techniques; Change; Cost; Retail Industry; United Kingdom
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      Haskel, Jonathan, and Raffaella Sadun. "Regulation and UK Retailing Productivity: Evidence from Microdata." Economica 79, no. 315 (July 2012): 425–448.
      • May 2012
      • Article

      Adding Bricks to Clicks: Predicting the Patterns of Cross-Channel Elasticities over Time

      By: Jill Avery, Thomas J. Steenburgh, John Deighton and Mary Caravella
      The authors propose a conceptual framework to explain whether and when the introduction of a new retail store channel helps or hurts sales in existing direct channels. A conceptual framework separates short- and long-term effects by analyzing the capabilities of a... View Details
      Keywords: Marketing; Channels; Channels Of Distribution; Distribution; Retailing; Channel Management; Channel Migration; Multichannel Retailing; Framework; Customers; Marketing Channels; Sales; Internet and the Web; Demand and Consumers; Competency and Skills; Distribution Channels; E-commerce; Retail Industry; United States
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      Avery, Jill, Thomas J. Steenburgh, John Deighton, and Mary Caravella. "Adding Bricks to Clicks: Predicting the Patterns of Cross-Channel Elasticities over Time." Journal of Marketing 76, no. 3 (May 2012): 96–111.
      • February 2012 (Revised December 2013)
      • Case

      Saks Incorporated

      By: Carliss Baldwin and Stefon Burns
      Saks Fifth Avenue, a luxury department store chain, has been hard hit by the 2008 financial crisis and stock market crash. Speculation about impending bankruptcy is rampant in the press. The CEO, Stephen Sadove, must decide how to respond. View Details
      Keywords: Retail; Fashion; Insolvency and Bankruptcy; Financial Crisis; Retail Industry; Retail Industry; United States
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      Baldwin, Carliss, and Stefon Burns. "Saks Incorporated." Harvard Business School Case 212-060, February 2012. (Revised December 2013.)
      • November 2011
      • Case

      WrapItUp: Developing a New Compensation Plan

      By: W. Earl Sasser Jr. and Rachel Shelton
      A restaurant chain based in California offers made-to-order sandwich wraps using fresh, healthy ingredients. The founders of the company take a very active role in day-to-day business and tightly control every aspect of the restaurant operation from hiring store... View Details
      Keywords: Empowerment; Middle Management; Human Resource Management; Compensation; Incentives; Motivation; Motivation and Incentives; Change Management; Business Growth and Maturation; Service Delivery; Entrepreneurship; Employees; Compensation and Benefits; Retail Industry; Retail Industry; Retail Industry; California
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      Sasser, W. Earl, Jr., and Rachel Shelton. "WrapItUp: Developing a New Compensation Plan." Harvard Business School Brief Case 114-362, November 2011.
      • October 2011
      • Case

      Levendary Cafe: The China Challenge

      By: Christopher A. Bartlett and Arar Han
      Just weeks into her new job, Mia Foster, a first time CEO with no international management experience, is faced with a major challenge at Levendary Cafe, a $10 billion US-based fast food chain. Strategically, many of her corporate staff have become concerned that the... View Details
      Keywords: Globalization; International Management; Foreign Subsidiaries; General Managers; Strategy; Management Style; Strategic Planning; Business Subsidiaries; Multinational Firms and Management; Adaptation; Entrepreneurship; Relationships; Standards; Cross-Cultural and Cross-Border Issues; Retail Industry; Retail Industry; China; United States
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      Bartlett, Christopher A., and Arar Han. "Levendary Cafe: The China Challenge." Harvard Business School Brief Case 114-357, October 2011.
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