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Publications

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      • January 2025
      • Case

      Summer Health: Raising an AI-First Company?

      By: Jeffrey J. Bussgang, Sarah Mehta and Maxim Pike Harrell
      In October 2023, Summer Health CEO Ellen DaSilva arrived at a defining juncture for her pediatric telehealth startup. Founded in 2021, Summer Health offered parents rapid access to licensed pediatricians via text message. DaSilva, an experienced telehealth executive,... View Details
      Keywords: AI and Machine Learning; Technology Adoption; Entrepreneurship; Leadership; Business Startups; Health Care and Treatment; Business Strategy; Health Industry; Telecommunications Industry; United States
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      Bussgang, Jeffrey J., Sarah Mehta, and Maxim Pike Harrell. "Summer Health: Raising an AI-First Company?" Harvard Business School Case 825-083, January 2025.
      • July 10, 2024
      • Article

      Designing a Successful Reskilling Program

      By: Jorge Tamayo, Leila Doumi, Sagar Goel, Orsolya Kovács-Ondrejkovic and Raffaella Sadun
      In this article, written as a follow up to the award-winning “Reskilling in the Age of AI”, the authors report the results of a reskilling survey that they conducted with chief human resource officers from approximately 1,200 organizations in the U.S., along with... View Details
      Keywords: Competency and Skills; Training; Organizational Change and Adaptation; Employees
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      Tamayo, Jorge, Leila Doumi, Sagar Goel, Orsolya Kovács-Ondrejkovic, and Raffaella Sadun. "Designing a Successful Reskilling Program." Harvard Business Review (website) (July 10, 2024).
      • October 2023 (Revised March 2024)
      • Case

      Fantuan

      By: Feng Zhu and David Lane
      In 2023, CEO Randy Wu was considering the optimal growth strategy for Fantuan, a restaurant food delivery platform that had expanded from its 2014 founding in Vancouver, Canada to serve the Chinese demand for Asian cuisine in urban markets across Australia, Canada, the... View Details
      Keywords: Business Startups; Customer Focus and Relationships; Diasporas; Entrepreneurship; Digital Platforms; Growth Management; Business Strategy; Diversification; Expansion; Growth and Development Strategy; Service Industry; Food and Beverage Industry; United States; Canada; United Kingdom; Australia
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      Zhu, Feng, and David Lane. "Fantuan." Harvard Business School Case 624-023, October 2023. (Revised March 2024.)
      • June, 2023
      • Article

      Walking the Purpose-Talk Inside a Large Company: Sustainable Product Development as an Instance of Divergent Change

      By: Marissa Kimsey, Thijs Geradts and Julie Battilana
      There is a growing interest in large companies pursuing a new purpose—changing their core reason for being from a singular focus on financial gain to a renewed responsibility to people and the planet alongside profit. Yet knowledge of how a large company can walk that... View Details
      Keywords: Product Development; Environmental Sustainability; Mission and Purpose; Leading Change
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      Kimsey, Marissa, Thijs Geradts, and Julie Battilana. "Walking the Purpose-Talk Inside a Large Company: Sustainable Product Development as an Instance of Divergent Change." Special Issue on Corporate Purpose. Strategy Science 8, no. 2 (June, 2023): 311–321.
      • March 2023 (Revised May 2023)
      • Case

      Tribal Councils Investment Group of Manitoba Ltd.

      By: David L. Ager
      In the Fall of 2014, Heather Berthelette, the recently appointed COO of Tribal Councils Investment Group of Manitoba Ltd. (TCIG), was preparing a recommendation to the Board of Directors about whether to dissolve the company and return any remaining funds to the seven... View Details
      Keywords: Indigenous Communities; Corporate Governance; Governing and Advisory Boards; Social Enterprise; Economic Growth; Investment Banking; Canada
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      Ager, David L. "Tribal Councils Investment Group of Manitoba Ltd." Harvard Business School Case 923-301, March 2023. (Revised May 2023.)
      • 2023
      • Article

      Bridging the Gap with the ‘New’ Economic History of Africa

      By: Ewout Frankema and Marlous van Waijenburg
      This review article seeks to build bridges between mainstream African history and the more historically oriented branch of the ‘new’ economic history of Africa. We survey four central topics of the new economic history of Africa—growth, trade, labor, and inequality—and... View Details
      Keywords: Economic Growth; Trade; Labor; Equality and Inequality; Development Economics; History; Africa
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      Frankema, Ewout, and Marlous van Waijenburg. "Bridging the Gap with the ‘New’ Economic History of Africa." Journal of African History 64, no. 1 (2023): 38–61.
      • January 2023
      • Article

      Inequality Regimes in Sub-Saharan Africa from Precolonial Times to the Present

      By: Ewout Frankema, Michiel de Haas and Marlous van Waijenburg
      While current levels of economic inequality in Sub-Saharan Africa receive ample attention from academics and policymakers, we know little about the long-run evolution of inequality in the region. Even the new and influential ‘global inequality literature’ that is... View Details
      Keywords: Economic Inequalty; Equality and Inequality; History; Africa
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      Frankema, Ewout, Michiel de Haas, and Marlous van Waijenburg. "Inequality Regimes in Sub-Saharan Africa from Precolonial Times to the Present." African Affairs 122, no. 486 (January 2023): 57–94.
      • December 2022 (Revised January 2023)
      • Case

      Cann: High Hopes for Cannabis Infused Beverages

      By: Ayelet Israeli and Anne V. Wilson
      Founded in 2018 by Jake Bullock and Luke Anderson, Cann sold “social tonics,” or cannabis-infused beverages. By 2022, the company had several notable celebrity investors and talent partners, had sold over 10 million beverages to consumers, was distributing in six... View Details
      Keywords: Stigma; Product Innovation; Product Introduction; Product Differentiation; New Products; New Product Marketing; New Product Management; Brand Management; Branding; Packaging; Positioning; Growth Strategy And Execution; Growth; Cannabis Industry; Purpose; Purpose Brands; LGBTQ; Direct-to-consumer; DTC; Regulations; Channels Of Distribution; Product Development; Product Marketing; Product Positioning; Product; Innovation and Invention; Brands and Branding; Marketing; Marketing Communications; Marketing Channels; Advertising; Advertising Campaigns; Digital Marketing; Market Entry and Exit; Governing Rules, Regulations, and Reforms; Consumer Products Industry; Food and Beverage Industry; United States; Canada; North America
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      Israeli, Ayelet, and Anne V. Wilson. "Cann: High Hopes for Cannabis Infused Beverages." Harvard Business School Case 523-074, December 2022. (Revised January 2023.)
      • July 2022 (Revised August 2022)
      • Case

      Athletic Brewing Company: Crafting the U.S. Non-Alcoholic Beer Category

      By: Ayelet Israeli and Anne V. Wilson
      Athletic Brewing Company (“Athletic,” for short) was founded by Bill Shufelt and John Walker in 2017. In creating Athletic, Shufelt and Walker opened the first U.S. brewery and taproom fully devoted to the production of non-alcoholic (NA) craft beer. By 2021, Athletic... View Details
      Keywords: Advertising; Brands and Branding; Product Development; Product Marketing; Product Positioning; Product Launch; Product Design; Product; Competition; Marketing; Entrepreneurship; Growth Management; Cultural Entrepreneurship; Culture; Food and Beverage Industry; United States
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      Israeli, Ayelet, and Anne V. Wilson. "Athletic Brewing Company: Crafting the U.S. Non-Alcoholic Beer Category." Harvard Business School Case 523-021, July 2022. (Revised August 2022.)
      • 2022
      • Chapter

      Capitalism and the Environment

      By: Geoffrey Jones
      Capitalism drove the environmental decimation of the planet. The environment was seen as a free good, while the consequences of dirty industrial and agricultural processes were seen as external to the firm. Public policies largely allowed this to happen, as politicians... View Details
      Keywords: History; Environment; Sustainability; Capitalism; Ethics; Business History; Environmental Sustainability; Green Technology; Pollution; Climate Change
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      Jones, Geoffrey. "Capitalism and the Environment." Chap. 8 in Evolutions of Capitalism: Historical Perspectives: 1200–2000, edited by Catherine Casson and Philipp Robinson Rössner, 187–211. Bristol, United Kingdom: Bristol University Press, 2022.
      • Article

      Democratizing Work: Redistributing Power in Organizations for a Democratic and Sustainable Future

      By: Julie Battilana, Julie Yen, Isabelle Ferreras and Lakshmi Ramarajan
      Environmental destruction and social inequalities are increasingly urgent challenges. How can corporations, which have played a key role in creating and reproducing these problems, be part of the solution? In this paper, we advance that a shift to more democratic forms... View Details
      Keywords: Corporate Citizenship; Corporate Social Responsibility; CSP; CSR; Domination; Industrial Relations; Power; Resistance; Work; Corporate Governance; Corporate Social Responsibility and Impact; Governance; Power and Influence; Environmental Management; Social Issues
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      Battilana, Julie, Julie Yen, Isabelle Ferreras, and Lakshmi Ramarajan. "Democratizing Work: Redistributing Power in Organizations for a Democratic and Sustainable Future." Organization Theory 3, no. 1 (January–March 2022).
      • Fall 2021
      • Article

      Emboldening and Contesting Gender and Skin Color Stereotypes in the Film Industry in India, 1947–1991

      By: Sudev Sheth, Geoffrey Jones and Morgan Spencer
      This article examines how the film industry influenced prevailing gender and skin color stereotypes in India during the first four decades after Independence in 1947. It shows that Bollywood, the mainstream cinema in India, shared Hollywood's privileging of paler skin... View Details
      Keywords: Bollywood; Film Industry; Hollywood; Tamil Cinema; Male Gaze; Stereotypes; Social Impact; Gender; Race; Ethnicity; Film Entertainment; Motion Pictures and Video Industry; India; United States
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      Sheth, Sudev, Geoffrey Jones, and Morgan Spencer. "Emboldening and Contesting Gender and Skin Color Stereotypes in the Film Industry in India, 1947–1991." Business History Review 95, no. 3 (Fall 2021): 483–515.
      • April 2021
      • Background Note

      HEAD vs. LEAD: Disruptions Originating at the High- vs. Low-End of the Market

      By: Elie Ofek, Olivier Toubia and Didier Toubia
      Twenty five years after it was initially proposed, Clay Christensen’s theory of disruptive innovation continues to be a major reference for entrepreneurs, corporate innovators, and investors. However, the term “disruptive innovation” is often used in ways and contexts... View Details
      Keywords: Market Entry; New Product Management; Targeting; Disruptive Innovation; Market Entry and Exit; Entrepreneurship; Product; Management; Innovation Strategy; Technology
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      Ofek, Elie, Olivier Toubia, and Didier Toubia. "HEAD vs. LEAD: Disruptions Originating at the High- vs. Low-End of the Market." Harvard Business School Background Note 521-104, April 2021.
      • February 2021 (Revised July 2024)
      • Case

      White Claw: Defending Market Share as Competition Encroaches

      By: Jill Avery
      By the end of 2019, two brands accounted for 84% of hard seltzer sales, a segment that had recently taken the U.S. beer market by storm, growing from $3 million in 2015 to over $2.7 billion by the start of the summer of 2020. White Claw was the dominant market leader... View Details
      Keywords: Brand Management; Alcoholic Beverages; Beer/brewing Industry; Brand Positioning; Growth; Competitive Positioning; Consumer Products; Beverage Industry; Value Proposition; Marketing; Brands and Branding; Competition; Product Positioning; Competitive Strategy; Consumer Behavior; Consumer Products Industry; Food and Beverage Industry; United States
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      Avery, Jill. "White Claw: Defending Market Share as Competition Encroaches." Harvard Business School Case 521-073, February 2021. (Revised July 2024.)
      • 2021
      • Working Paper

      Bollywood, Skin Color and Sexism: The Role of the Film Industry in Emboldening and Contesting Stereotypes in India after Independence

      By: Sudev Sheth, Geoffrey Jones and Morgan Spencer
      This working paper examines the social impact of the film industry in India during the first four decades after Indian Independence in 1947. It shows that Bollywood, the mainstream cinema in India and the counterpart in scale to Hollywood in the United States, shared... View Details
      Keywords: Film Industry; Bollywood; Tamil Cinema; Male Gaze; Social Impact; Stereotypes; Oral History; Film Entertainment; Gender; Race; Personal Characteristics; Prejudice and Bias; Business History; Motion Pictures and Video Industry; India
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      Sheth, Sudev, Geoffrey Jones, and Morgan Spencer. "Bollywood, Skin Color and Sexism: The Role of the Film Industry in Emboldening and Contesting Stereotypes in India after Independence." Harvard Business School Working Paper, No. 21-077, January 2021.
      • April 2020
      • Case

      Apple Inc. in 2020

      By: David B. Yoffie and Daniel Fisher
      After a decade as CEO, Tim Cook is facing one of his biggest strategic transitions of his tenure. While Apple had performed spectacularly well under Cook, Apple's core business was maturing. Sales of iPhones, iPads, and Macs were flat or down. However, Apple's new... View Details
      Keywords: Innovation; Market Positioning; Marketing Implementation; Planning; Products; Strategic Positioning; Strategy; Information Technology; Competitive Strategy; Technological Innovation; Competitive Advantage; Product Positioning; Communication; Competition; Leadership; Strategic Planning; Computer Industry; Telecommunications Industry; Technology Industry
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      Yoffie, David B., and Daniel Fisher. "Apple Inc. in 2020." Harvard Business School Case 720-454, April 2020.
      • January 2020
      • Case

      SK Group: Social Progress Credits

      By: George Serafeim, Ethan Rouen and David Freiberg
      SK Group was one of the largest companies South Korea. A family-run conglomerate consisting of around 120 subsidiaries and employing more than 100,000, SK was tightly knit into the fabric of Korean society. SK viewed their future success as contingent upon the strength... View Details
      Keywords: Impact; Impact Investing; Impact Measurement; Social Value; Social Development; Conglomerates; Measurement Of Purpose; ESG; ESG (Environmental, Social, Governance) Performance; Capital Markets; Innovation; Environmental Impact; Collaboration; Social Enterprise; Social and Collaborative Networks; Social Issues; Measurement and Metrics; Value Creation; Cooperation; Environmental Sustainability; Employment; Accounting; Energy Industry; Telecommunications Industry; Chemical Industry; South Korea
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      Serafeim, George, Ethan Rouen, and David Freiberg. "SK Group: Social Progress Credits." Harvard Business School Case 120-071, January 2020.
      • January 2019 (Revised March 2021)
      • Case

      SoundCloud: Subscription Streaming?

      By: Ashish Nanda, Eric Van den Steen, Andy Wu, Jeffrey Boyar and Bonnie Bennett Slater
      Established in 2007, SoundCloud already boasted the second largest number of active music listeners among all streaming services and was recognized as the go-to platform for new artists by early 2014. Yet, its founders were questioning the robustness of the firm’s... View Details
      Keywords: Audio; Recording; Artist; Music; Music Downloads; Streaming; Radio; Subscription; Subscription Model; Mainstream; Growth; Lawsuit; Licensing; Customers; Platform; Pivot; Music Entertainment; Strategy; Leadership; Business Model; Decision Making; Advertising; Digital Platforms; Music Industry; Europe; Germany; Sweden; United States
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      Nanda, Ashish, Eric Van den Steen, Andy Wu, Jeffrey Boyar, and Bonnie Bennett Slater. "SoundCloud: Subscription Streaming?" Harvard Business School Case 719-430, January 2019. (Revised March 2021.)
      • Third Quarter 2018
      • Article

      Why and How Investors Use ESG Information: Evidence from a Global Survey

      By: Amir Amel-Zadeh and George Serafeim
      Using survey data from a sample of senior investment professionals from mainstream (i.e., not SRI funds) investment organizations, we provide insights into why and how investors use reported environmental, social, and governance (ESG) information. Relevance to... View Details
      Keywords: ESG; ESG (Environmental, Social, Governance) Performance; Sustainability; Investment Management; Investment Strategy; Metrics; Standard Setting; Accounting Standards; Finance; Investment; Information; Environmental Sustainability; Governance; Performance Effectiveness; Strategy
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      Amel-Zadeh, Amir, and George Serafeim. "Why and How Investors Use ESG Information: Evidence from a Global Survey." Financial Analysts Journal 74, no. 3 (Third Quarter 2018): 87–103.
      • July–August 2018
      • Article

      From Niche to Mainstream (HBR Case Study)

      By: Elie Ofek
      A large Japanese snack maker faces challenges in marketing products in the US. Several options for jumpstarting sales are presented. View Details
      Keywords: New Product Marketing; Retail Trade; Private Label; International Expansion; Cultural Branding; Consumer Packaged Goods (CPG); Product Marketing; Expansion; Global Range; Brands and Branding; Strategy; Food and Beverage Industry; Retail Industry
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      Ofek, Elie. "From Niche to Mainstream (HBR Case Study)." Harvard Business Review 96, no. 4 (July–August 2018).
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