Category: Strategy & Advisory
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The proposed US$17 billion acquisition raises practical questions about delivery economics, customer data and retailers’ freedom to choose partners.
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Starbucks’ latest results show how a shift to licensing changes reported revenue—and why investors and operators need separate measures of demand and economics.
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Wendy’s non-binding US$7.35-per-share proposal brings Flynn into the ownership discussion. The commercial question is how capital would reach the franchise system.
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Bacardi’s January 2027 US distributor changes put territory planning, account continuity and partner execution under the spotlight.
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DKNY’s reported Renfro legwear licence highlights the category expertise, channel planning and working capital required before a 2027 launch.
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I.T Group’s Greater China deal combines an operating-business acquisition with a long-term Marc Jacobs licence. What should brand owners and investors assess?
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James Hardie’s shared brand platform brings its expanded portfolio into one sales story. Dealer capability and profitable cross-selling will determine its commercial value.
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Leica’s Formula 1 camera partnership shows why licensed products need distinctive features, capable dealers and evidence of demand.
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LEGO’s Daft Punk partnership illustrates how fan-supported ideas can inform licensing strategy—and why votes cannot replace commercial validation.
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IHG’s latest trading update puts conversions at the centre of hotel development. Owners still need to test refurbishment costs, demand and operating capability.