Coinbase Business Model
Trading fees give way to subscriptions
Opendoor's Balance-Sheet Bet
Owning homes, not listings, defines Opendoor's economics
Outback Steakhouse's Operator Bet
Ownership, not branding, defines Outback's economics
The MoviePass Pricing Collapse
Unlimited movies, unsustainable pricing, inevitable collapse
Dollar General's Discount Blueprint
Dollar General turned small stores, thin assortments and rural real estate into one of America's largest retail networks, serving households earning $40,000 or less
Warby Parker's Vertical Integration Playbook
Direct-to-consumer eyewear disrupts optical retail