What PlayStation gains when the disc disappears
Digital games are convenient. They are also considerably harder to sell when you have finished with them.
Read article6 min read
Breakdowns
How a company or industry makes money, keeps customers and protects its position.
How is Red Rooster still in business?
Some stores look like the renovation is still being discussed. Yet the chicken keeps selling. What are we missing?
7 min read
Why Sephora wants you to try everything before you buy it
Why Sephora lets customers touch, test and compare products before they buy, and how that turns a beauty store into a discovery engine.
8 min read
Costco barely needs to make money on the groceries
Why Costco keeps merchandise margins thin, how membership fees change the economics of the warehouse, and why the renewal matters more than maximising every basket.
8 min read
Why WHOOP stopped selling the device
In 2018 WHOOP moved the hardware inside a membership. The change affected the upfront price, retention and how much one customer could be worth over time.
9 min read