Operations
Inside Nike's pivot from wholesale to a direct-to-consumer machine
Cutting 50% of retail partners looked reckless. Five years of filings tell a more deliberate story.
The Business Case-Study Magazine
The anatomy of great companies.
Long-form case studies and a structured company wiki — how the world's best businesses grow, price, operate and recover. Built from filings, earnings calls and primary sources.
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All articles →Marketing
Liquid Death sold water as a lifestyle brand — and hit a $1.4B valuation
A complete teardown of the most contrarian positioning playbook in consumer goods.
Product Strategy
Stripe's onboarding teardown: 47 seconds to first charge
What a payments company learned by timing every step between signup and revenue.
The method
Primary sources, or it does not get published.
Every case study is built from filings, earnings calls, archived product history and interviews. Where we estimate, we say so. Where we are wrong, we correct it in place.
- SourcesFilings · Calls · Primary docs
- CadenceOne deep study a week
- CoverageNine verticals
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All articles → 01 Business Growth Engines, loops and moats 02 Marketing Positioning and brand plays 03 SEO & Organic Growth Compounding search machines 04 Leadership Org charts and hard calls 05 Innovation Bets that changed markets 06 Operations Supply chains and systems 07 Finance Pricing, margins, capital 08 Product Strategy Roadmaps and teardowns 09 AI & Automation Machines doing the work