Case studies

Primary and secondary data were used to prepare this case. For primary data, the company’s owner was interviewed on multiple occasions. The authors also used Vino Mundo company materials, websites and internal reports in developing the case. Other secondary data sources were used to obtain information on the external environment, industry, demographics and market. Secondary data sources included the World Bank, INEC and Urban and Cities Platform data sets.

Vino Mundo was a restaurant and event space in a beautiful mountain villa outside of San Jose, Costa Rica. It offered international cuisine and wine. The founder and owner, Guillermo Aguilar, faced challenges with sustaining and growing his business in the wake of the global pandemic in 2022. Although he had a strong vision for Vino Mundo, he needed to revisit his strategic plan, especially in marketing. He had many decisions to make in 2023.

The case is primarily designed for upper-level undergraduate and graduate marketing courses. It is well-suited for subjects such as marketing management, entrepreneurial marketing, marketing in emerging markets, family and small business marketing and global marketing. It covers topics including marketing strategy and tactics, new product development, segmentation, targeting, positioning, strategic marketing management, family businesses and emerging markets.

The information used in the case study was obtained from secondary sources, such as internal company documents, reports and interviews. Additionally, the first author had direct involvement in the cultural integration process, serving as one of the key members of the post-merger integration team. This role provided firsthand insights into the challenges faced by both parties, particularly in navigating cultural differences. To maintain confidentiality, company names and specific identifying details have been anonymized. The author’s dual perspective – drawing from company data and personal observations – offers a nuanced view of the cultural dynamics explored in the case.

This case delves into the complexities of a USA–South Korean corporate merger, focusing on cultural integration challenges within the acquired Chicago-based subsidiary. Mark Lee, Director of Learning and Organizational Development at the South Korean conglomerate’s US regional headquarters, investigates the reasons behind key executive departures and overall turmoil in the organization, aiming to propose solutions for better cultural synergy.

This case study is suitable for upper-level undergraduate and graduate students in courses related to international business, organizational behavior and human resource management, particularly those focused on cultural dynamics in global organizations. It also fits well into MBA-level programs where students are exploring strategic management and leadership in cross-border contexts.

Data is gathered from published sources, informal chats with umbrella buyers and sellers in Alleppey and social media posts.

In Kerala, where monsoons dominate life, umbrellas are more than just a rainy-day essential – they are cultural icons. Enter the fierce, yet friendly rivalry between Popy’s and John’s Umbrella Marts (small and medium enterprises), two homegrown brands that captivated the state for nearly three decades. What began as a simple necessity has turned into an innovation race, with quirky designs such as umbrellas with fans, GPS trackers and even selfie sticks. Behind this playful competition lies a story of family ties, smart marketing and competitive economics. It is only in Kerala that umbrellas transitioned from a commodity to a product. Cousins-turned-business-competitors Joseph and Davis Thayyil have transformed the humble umbrella into a symbol of identity and nostalgia for Malayalis. Their creative strategies not only captured markets but also redefined what an umbrella could be. How Popy’s and John’s umbrellas took advantage of Kerala’s unique monsoon season to drive product differentiation and establish themselves as household names for the last thirty years is a case to be explored.This above is presented as a case that draws data from published sources as well as from Kerala markets using unobtrusive methods.

This case is suited for MBA students specializing in marketing or organization theory and can be adapted for introductory marketing courses (BBA/MBA) focusing on regional branding and marketing mix.

This case is written on the basis of available secondary data sources including news articles, book chapters, video (YouTube) interviews, research papers and industry reports.

The case study examines Taylor Swift’s professional journey from her debut in the mid-2000s to the present, highlighting her notable accomplishments as a singer-songwriter and entrepreneur. Swift’s success in music, evident through chart-topping albums, sold-out tours and strategic partnerships, positions her as a significant figure in the industry. However, her primary challenge involves maintaining relevance and staying ahead in a continually evolving environment. To sustain her leadership role, Swift must consistently innovate across music, public image and promotional approaches. This entails adapting to changing trends, using digital platforms for increased audience engagement and exploring themes such as audience connection, brand evolution, effective marketing and the ongoing pursuit of competitiveness and influence amid dynamic market conditions. This case delves into Taylor Swift’s evolution as a multifaceted entrepreneur, exploring her strategies to merge personal values with commercial success while navigating public scrutiny and market demands. It highlights her strategic use of social media, engagement with controversies and carefully crafted personal brand to maintain her global influence.

This case may be taught in advanced undergraduate level courses or graduate level courses such as MBA. This case is appropriate for students studying entrepreneurship, marketing and business strategy.

This case has been developed from both secondary and primary sources. Primary sources included an interview with a co-founder of Cars24 and discussions with company personnel. The secondary sources include the company website, media coverage and analyst reports. These reports provided inputs for this case. Independent market studies and regulatory filings were used to triangulate facts and information.

Cars24 was founded in India in 2015 when the country had a low motorization level. Buying a vehicle, specifically a car, had always been a status symbol in India. The used car industry was fragmented. The organized sector was just 12% of the market (see Case Exhibit 4). Buyers could purchase used cars from a dealer with value-added services like car ownership paper transfer, finance and insurance or from a known person. The Indian used car market was supply-constrained, and existing dealers had lived with this problem. Cars24 had realized this difficulty, so when they entered the industry, their first move was to handle the supply side of the business. They aimed to secure the supply of cars to build a robust business model. A hungry dealer market would get the supply of the used car, and the sellers would get an unparalleled selling experience. By the end of FY19, Cars24 had the most extensive network for used cars in India. In 2020, it entered the Unicorn Club. Cars24, a used car industry entrant, had unlocked demand and became an industry leader with a blend of “disruptive” and “nondisruptive” growth. Their next strategic move was to convert buying and selling of used cars into a retail business. Online purchases were on the rise in India due to internet penetration, and Cars24 borrowed the idea from the e-commerce industry to design its retail business vertical. In 2020, due to COVID-19, trust in online channels and the demand for personal vehicles increased, which developed into an opportunity for Cars24. It seized this new opportunity to expand market boundaries by selling used cars online.

Their results for 2022 reported INR 51bn approximately as revenue from operations. Vikram Chopra (founder and CEO) recognized that while losses of Cars24 had reduced as compared to the previous year, concerns remained on cash usage and on making the business sustainable. This would entail continuing to increase the scale of operations, strengthen cash generation and finally move closer to registering profits. The team, led by Chopra, got together on October 17, 2022, for a long day of brainstorming on the performance of the firm for the year 2021–2022 and to discuss the critical next steps. It was time to go back to the drawing board to consider new strategic moves toward growth and profitability and to review the cost structure.

This case is intended primarily for graduate-level management programs, including Master of Business Administration (MBA). This case can be used in Strategic Management, Blue Ocean Strategy and Entrepreneurship courses. It can also be used as a capstone segment in a Blue Ocean Strategy course. If used as a module in a Strategy Management or Entrepreneurship course, the instructor may wish to use a session ahead of the case to introduce the class to the frameworks to be applied.

This case study draws on secondary sources, which are cited in the case and included in the “References and Other Supporting Materials” section of the teaching note, as well as a semi-structured interview with the case’s protagonist to accurately portray the context, considerations and competing interests necessary for students to make an evidence-based recommendation about 5 Generation Bakers’ future. The case protagonist (Scott Baker) gave the author team written permission to use identifying information from the interview. As such, the authors made no attempt to disguise any names or facts pertaining to this case. As a descriptive incident, it illustrates widely used theoretical concepts and models. The case provides students the opportunity to identify theoretical concepts and practical management strategies moving forward in academic and management settings. No AI was used in writing either the case or teaching notes.

Scott Baker, owner of 5 Generation Bakers in McKees Rocks, PA, found himself in a difficult position in October 2015. Needing to find a new facility to expand his bakery business and meet the needs of the modern bakery industry, Scott was on his way to a meeting with officials from Cranberry Township promising a sleek, modern facility in an area with lower taxes and promising access to transportation. This tempting offer came at a cost: uprooting his loyal employees and abandoning McKees Rocks after several decades of his family operating a bakery there. On that October day, a twist emerged – the newly vacant lot of a recently closed Bottom Dollar store offered a chance to expand locally. Now, the family business owner had to decide: pursue the new facility in Cranberry, or revitalize his business and stay local. This case is widely applicable but is most directly relevant to modules related to ethics, corporate social responsibility, family business dynamics and stakeholder management analysis in management and leadership courses.

This case is most applicable to business students at the undergraduate or graduate level in entrepreneurship, business strategy, ethics, or related fields. The case is particularly relevant for modules in decision-making, corporate social responsibility, stakeholder management and family business dynamics.

The case was developed using a combination of primary and secondary data collection. The main source of primary data collection was an interview with the founder of The Hair Addict, Doaa Gawish, in August 2023, with later follow-up calls to clarify some aspects of the business model and obtain more specific information. For secondary sources of information, the authors relied on the company website, as well as a couple of published interviews with the founder in an online business magazine [1] and an independent news website that covers Egyptian news, culture and lifestyle topics (Makary, 2021). The case also relies on macroeconomic and industry data obtained from various databases and research report providers, which are referenced in the case and teaching note.

This case study explores the decision a woman business founder, Doaa Gawish (she), needed to make with her team regarding her firm’s growth strategy. Gawish founded The Hair Addict (THA) in 2018 in Egypt with a mission to provide all-natural hair products to women, motivated by an online hair challenge movement that encouraged women to defy social norms and embrace their curls. Following the success and growth of the business in Egypt, Gawish had to decide on her next expansion strategy, given the country’s various economic and financial challenges. The case allows students to evaluate the growth decision by conducting a full-fledged market sizing, sales and financial forecasting to compare two scenarios: growth by further penetrating the Egyptian market with new product offerings for a different segment or growth through venturing into a new country while leveraging on her experience with women needs. The case is intended for an undergraduate capstone business class or a graduate strategy class to expose students to real-life market challenges facing women entrepreneurs and businesses in an international context. Students will use quantitative and qualitative analysis to defend their recommendations. An Excel workbook is provided to aid with their analysis.

This case can be relevant for an undergraduate capstone business class or a graduate strategy class that uses a practical pedagogical case-based approach. The case allows students to apply and integrate prior knowledge in business strategy, international marketing, marketing strategy and finance in a holistic, multidisciplinary approach to make a strategic business decision within the context of women’s entrepreneurship in developing economies.

The case study was developed based on secondary data from the publicly available initial accident report of PIA flight PK8303. The facts presented in the report were then analyzed in the light of the Human Factor Analysis and Classification System (HFACS).

The case revolves around the terrible aviation mishap that occurred on May 22, 2020, when Pakistan International Airlines (PIA) Flight 8303 crashed in a Karachi residential area. A total of 97 people lost their lives in this tragedy, and it was Pakistan’s 18th major aviation disaster. The case study explores the human errors and failures of ground handling agencies, air traffic controllers, regulatory agencies, airline employees and cockpit crew by using the HFACS. The focus remains on mistakes made by people, which revolve around inefficient and ineffective communication, and contempt of safety regulations at various stages of flight PK8303.

The case study is designed for the students of aviation management at undergraduate and graduate levels.

The case describes a real company, real people and real situations. The authors have used real names other than the name of the cosmetic formulation company and the product design company – which the authors address as “the Florida company” and “the product design company,” respectively. The authors used both secondary and primary data to develop this case study. The case originated from the guest lecture given by Paige in one of the author’s classes. Following her guest lecture, the authors asked her permission to develop her story into a case study, and she graciously consented. The authors obtained background information about the company – Aer Cosmetics, from the company website, news articles and the TEDx talk delivered by Paige. The authors followed it with Paige’s interview, which the authors recorded and transcribed. Based on this interview and the information collected from the other sources, the authors developed the final version of the case study. Paige read and approved the final version for its factualness and sequence of events. The case was then informally reviewed by professors who have published their case studies in the target journal. The authors revised the case study based on this feedback and again obtained Paige’s approval on the case text before submission to the journal.

This case is set in May 2024. Paige DeAngelo, the CEO of Aer Cosmetics, was disappointed with the sales of her newly launched sustainable mascara product. She had been a student entrepreneur at Drexel University for the last three years. She developed her product with the help of the university incubator and other entrepreneurial support systems available at Drexel and outside. Paige had graduated in December 2023. Drexel University allowed its students to remain in their incubator program only up to one year after graduation. Thus, with seven months remaining, it is time for Paige to decide how she would manage the next growth phase of her business. The students are put into the shoes of Paige DeAngelo. They are asked to decide whether to extend their stay in the incubator program, venture out and be an independent business entity, pitch the company for acquisition by corporations, or leverage other entrepreneurial support systems in the environment to grow the company. Students need to craft a strong argument, either supporting the options they advocate for or opposing those they reject.

This case was written primarily for upper-division undergraduate courses but is also suitable for MBA courses.

The case was developed from interviews with the couple. Josh is a coauthor. The other coauthor was incorporated to offer an unbiased perspective. The names and banking institutions are disguised, but the financial information represents the couple’s actual financial situation at the time.

This case centers on Josh and Selene Stone, a real couple whose identities have been disguised. They are striving to optimize their budget and save for a better home. The case outlines the couple’s goals and details their income and expenses by providing their bank and credit card statements for a 3-month period. Students are tasked with applying their financial planning knowledge and skills to create a budget for the couple and make recommendations to optimize their spending patterns.

The case was designed for use in an introductory undergraduate Personal Finance course where personal budgeting is discussed. The case is best positioned following a lecture/discussion on personal budgeting such as:▪ Chapter 2 of Focus on Personal Finance by Kapoor, Dlabay, Hughes and Hart.▪ Chapter 3 of Personal Finance by Garman and Forgue.▪ Chapter 2 of Personal Finance by Keown.▪ Chapter 5 of Personal Finance by Siegel and Yacht.This paper has seen Personal Finance offered at a general education level, as an elective for Business Administration majors, or even as a required class in a specialized Financial Planning curriculum. Positioning a case in Personal Finance can often be challenging because of the diverse nature of these audiences. In this case, this paper has tried to use plain language whenever possible to make it accessible to a broad range of students while providing enough data for business students to make informed financial planning recommendations.

This descriptive case is drawn from the secondary sources by Mungaray (2018), a dissertation. The author, Kimberly R. Shannon (f.k.a. Mungaray) conducted the qualitative research over several months that included several dialogue or talking sessions with organization personnel. Additionally, she collected journals kept by the participants and conducted one-on-one interviews with each participant before and after the series of talking sessions. IRB approval was obtained prior to data collection. The people and places were disguised pursuant to the secondary sources. No AI was used in the writing of the case or Instructors’ Manual.

This descriptive case study considers the dynamics surrounding the promotion of women to top management (partner) in a Certified Public Accounting firm. The case study presents the perspectives of the current partner and the potential partners to help students recognize microinsults, microinvalidations and other privileged behaviors that perpetuate stereotype threat and learned helplessness, which thus creates barriers to career progression. These often unintentional comments and behaviors may further marginalize certain people (women, people of color and other marginalized identities, including an intersection of identities). The case concentrates on gender inequities and helps students develop an understanding of leadership implications while exercising their ability to consider multiple perspectives and motives. The case enables students to develop a plan of allyship.

This case is appropriate for undergraduate courses in ethics, organizational behavior, leadership, industrial psychology, sociology, women and gender studies, capstone courses in business or accounting and communications. Graduate courses in organizational behavior, leadership and women and gender studies.

This case analyzed a mix of publicly accessible primary and secondary sources ranging from blog posts to academic articles. Taken together, the case study shows the reoccurring arguments made by self-advocates.

Most of the videos and speeches mentioned in this case study are available online, and students can read/watch them in addition to reading the details presented here.

Autism Speaks entered the nonprofit scene in 2005 and rapidly became a powerful organization that raised substantial funds, collaborated with influential people and shaped public discourse on autism. However, from the beginning, the organization faced considerable criticism from self-advocates within the autism community who argued that the organization’s negative, medicalized narratives of autism undermined the neurodiversity movement’s goals of acceptance and inclusion. Tensions intensified over the next decade, with grassroots activists and disability rights organizations like the Autistic Self Advocacy Network demanding the inclusion of more autistic perspectives in the organization’s leadership and decision-making processes. The Autism Speaks controversy represents a powerful case study on how nonprofits should ethically represent their beneficiaries, collaborate with the community and engage with activist stakeholders.

This case study was designed for graduate or undergraduate students studying organizational ethics, nonprofit management or nonprofit funding and development.

The case was motivated after listening to Dr Heather Westphal’s leadership journey as a President of State University of North State (SUNS), Somerville. Several subsequent interviews were conducted with Heather, and she also became the chief protagonist of the case. Heather provided multiple quotes and anecdotes. The protagonist Heather and the focal organization (SUNS, Somerville) are disguised. However, the material facts of the case are authentic. Data were collected from public sources and SUNS, Somerville administration. Some of the data have been jittered to maintain anonymity yet keep the authenticity of the lesson.

The case exposes students to a female leader of a higher education institution in the USA. Various aspects a high-level executive must consider when deciding on career moves have been explored. Furthermore, the case draws attention to some extra particulars women leaders must consider during career transitions. The case study then dives into how a leader sets goals, executes them and repeats the process to set new goals. Two types of situations are covered – the first is where planning is followed by execution and the other is a crisis where not much planning can be done. Students will also get a glimpse into how leaders remain fit physically and mentally, as they conduct their duties in high-stress situations. Exposure to mental fitness is especially pertinent in today’s day and age where mental fatigue and issues because of work-related strain are a significant concern. Finally, the case presents students with a decision the leader is facing regarding the direction of the institution – Should she keep it traditional, go nontraditional (online) or become a hybrid?

This case is designed to target undergraduate juniors or seniors in strategy and leadership courses. The course could also be suitable for strategy students of nonprofit and not-for-profit management. It could be taught in the latter half of the course after the basic concepts have been covered. Students will be able to apply the knowledge of the core courses of management and strategy in this case. Hence, this case can act as an integrative case that brings together multiple disciplines and focuses on the leadership of a large institution.

This case was developed from secondary sources. The secondary sources included news reports, industry reports, company websites, annual reports and company websites.

The case discusses the comprehensive renewable energy transition strategy that Lynn J. Good (Good), CEO and President of Duke Energy and the Chairman of its Board, was undertaking. In September 2019, Good revealed a new climate plan aimed at achieving net-zero carbon emissions with zero methane emissions from natural gas operations by 2030 and zero carbon emissions from electricity generation by 2050. Duke Energy is a Fortune 150 company headquartered in Charlotte, North Carolina and one of the major energy generation companies in the USA with two reportable business segments – Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). Good targeted interim carbon emission reduction targets of at least 50% from electric generation by 2030, 50% for Scope 2 and some Scope 3 upstream and downstream emissions by 2035 and 80% from electric generation by 2040. To achieve this, she invested in large electric grid upgrades and energy storage, as well as in research on zero-emission power generation technologies including hydrogen and advanced nuclear technologies. She helped update the grid system and improved customer experience. As part of the revamped climate strategy, Good invested in crucial energy infrastructure and improved affordability of electricity for customers, especially in the North Carolina region. Despite her efforts at curbing emissions, Good faced criticism from various quarters. This included criticism of Duke’s carbon-cutting plans in 2022 in its core North and South Carolina service zones. The company also faced charges of environmental pollution. Its 2024 strategy, which aimed to address a projected increase in demand for electricity using natural gas plants capable of running on hydrogen, was also met with skepticism by industry groups, advocates, activists and local governments.

Good had to face the conflict between environmental ambitions and technological realities that highlighted the difficulties in transitioning to a cleaner energy future. It remained to be seen whether she would be able to successfully navigate the various hurdles and help Duke Energy reach its 2030 emission targets.

This case was written for use in teaching graduate and postgraduate management courses in entrepreneurship and economics, politics and business environment.

This case study is developed from financial reports, regulatory filings and news sources to explore the dynamics and outcomes of the partnership between Evolve Bank & Trust (Evolve) and Synapse Financial Technologies, Inc. (Synapse), a bank–fintech arrangement. Evolve’s annual financial statements were analyzed. These documents provided a comprehensive view of the bank’s financial health and the impacts of the fintech collaboration on deposit growth and risk exposure. Financial data related to Evolve’s operations industry were gathered from reliable databases such as those provided by the Federal Deposit Insurance Corporation BankFind Suite. This included performance indicators, competitive pressures and market trends influencing the bank’s strategies and partnership outcomes. Major financial news outlets such as Bloomberg, CNBC, Forbes, S&P Global and other government and industry-specific publications and databases, such as the Board of Governors of the Federal Reserve System, were used to understand the external market conditions and regulatory challenges that arose throughout the partnership between Evolve and Synapse. This multi-source approach ensures that the case study offers a comprehensive analysis of both internal financial performance and the broader market environment in which Evolve during its partnership with Synapse.

The present competitive environment smaller financial institutions face, coupled with regulatory gaps applicable to both traditional banks and financial technology (fintech) firms, plays a significant role in increasing regulatory scrutiny of bank–fintech partnerships. Evolve strategically positioned itself to capitalize on the growing fintech revolution by forming innovating banking-as-a-service partnerships to extend regulated banking products to millions of fintech customers. Evolve’s most crucial fintech partnership came in 2017 with Synapse. This partnership helped Evolve triple its deposits from $436m to $1.5bn between 2019 and 2023.

Evolve–Synapse’s partnership exposed significant operational, financial and regulatory risks. Synapse’s unilateral revocation of Evolve’s dashboard access prompted Evolve to freeze account activities and revealed an $85m discrepancy between the $180m in customer funds held by partner banks and $265m owed to customers. Over 100,000 Americans were unable to access their accounts, affecting approximately $265m in deposits. Evolve’s overreliance on Synapse to manage fintech relationships left it vulnerable to third-party failures and regulatory scrutiny. This scrutiny highlighted the shortcomings and greater need for regulatory oversight of bank–fintech partnerships.

Did Evolve fail to adequately safeguard customer deposits? It is clear that the bank’s actions and inactions played a significant role in the current crisis. The insufficient regulatory oversight partially explains the inadequate implementation of risk management practices and customer compliance protocols by banks and financial technology firms compromising the financial system’s stability. As of early July 2024, no definitive solution had been reached and is projected that fund distribution will not be completed until October 18, 2024.

This case study is suitable for courses focused on financial markets, fintech innovation, risk management and regulatory frameworks within the banking industry. Students studying finance, banking, business administration or regulatory affairs, as well as participants in executive education programs focused on banking innovation or financial services, will benefit. This case is appropriate for courses in Financial Markets and Institutions with a particular focus on fintech and depositary regulation. A course in Money and Banking may also find this case relevant. Before starting, it is assumed that students have already taken foundational finance courses and macroeconomics courses and have a foundational understanding of financial statement analysis.

The research for the Slimnastics School of Ballet case study used methodological triangulation, incorporating primary and secondary data sources as well as content analysis to ensure comprehensive coverage and validity. Primary data were collected through qualitative field interviews with the organization’s founder (Passant Esmail), key staff members and clients. Secondary data involved a review of relevant literature as well as content analysis of organizational documents, industry reports, financial records and relevant news articles. This triangulation of methods allowed for a robust analysis of the business model and strategic decisions within the cultural entrepreneurship context.

This case explores the entrepreneurial journey of Passant Esmail, founder of Slimnastics School of Ballet, and her innovative approach to building a successful business in a competitive market. Esmail differentiated Slimnastics by offering inclusive ballet education that catered to a diverse range of students, focusing on affordability, community engagement and high-quality instruction. As Slimnastics expanded, Esmail faced challenges in sustaining growth and maintaining competitive advantage. The case examines how Esmail’s innovative strategies shaped the success of Slimnastics and prompts discussion on how the new management can build on her legacy using the Blue Ocean Strategy and the Four Actions Framework.

Suitable for undergraduate and postgraduate students, this case is ideal for courses in entrepreneurship, innovation and gender studies, providing insights into the dynamics of building and sustaining ventures in culturally rich and competitive sectors.

The case was written using publicly available information from library databases, news articles and other print and video sources. Where possible, direct quotes were obtained from recorded interviews, official announcements and other primary sources of data.

The case follows Fran Drescher (she), president of the actors’ union Screen Actors Guild – American Federation of Radio and Television Artists, as she navigates the historic labor strike that brought Hollywood to a standstill over the summer and fall of 2023. As film and TV productions continued to be delayed and actors remained out of work, Drescher’s leadership style faced criticism, not only from the opposing side in the negotiation process but from her own constituents as well. Through the case, students explore the interplay between gender, leadership and power in the labor negotiation context.

The case is designed for a course in organizational behavior and may be taught to either an upper-level undergraduate and/or graduate audience. The instructor’s manual has been thoughtfully designed to guide instructors through the available options in terms of learning objectives, discussion questions and suggested teaching activities. Broadly speaking, the case may be integrated into any course after the topics of power and/or women in leadership have been taught.

This paper aims to draw its foundation from primary and secondary data sources. The primary data were derived through extensive interviews with the case protagonists and close observations of the settings and situations described in the case. These were further supplemented by secondary data, collated to enhance the depth and context of the case, aiding in a more comprehensive understanding for the reader. ChatGPT was used in rewriting some sections of the case and in developing the instructor manual, particularly with ideation and ideal student answers. The research team very carefully scrutinized and heavily edited all sections to ensure correctness.

This case chronicles the journey of two close friends, Sean and Connor, from their time as finance students at Brigham Young University (BYU) in Provo, Utah to budding entrepreneurs within the community. Anchored in their passion for Indian cuisine, they envisioned Mumbai Express as an innovative culinary enterprise seeking to offer authentic Indian food through an affordable quick-service model. They aimed to address common pain points often associated with restaurant dining, particularly in the local community. Internal factors such as developing their signature dish, Chicken-Tikka-Masala (CTM) and external factors such as COVID-19 created barriers for Mumbai Express along the way, including opening the restaurant and keeping it afloat. Reflecting on why the restaurant closed, students will be challenged to step into the shoes of aspiring entrepreneurs to understand the dynamics of Mumbai Express’ ultimate failure.

This case is well-suited for use in sophomore or junior undergraduate courses in entrepreneurship, especially those emphasizing concepts like the minimum viable product (MVP) and differing emotional equity within partnerships.

Data used to develop the case included primary data from employees and leaders of AJE, a Peruvian-based beverage products manufacturer. The case company is not disguised; actual employee names and titles are used. The company provided financial and product data and photos.

The AJE Group’s initial launch of its Amayu Peruvian superfruit drinks into the American market, in partnership with Amazon, fell short of company expectations. Company leadership sought to reevaluate their strategy and determine how to modify their approach to achieve a higher level of success. They were considering whether a “blue ocean” strategic approach, which they successfully implemented in the past in the Peruvian market, might work in the US market.

This case is designed for an undergraduate international business or strategic management class. With the financial data, the case is also comprehensive enough to serve as an early case on international business in the strategic management capstone course. Before completing the case, business students should complete principles courses in the business core including marketing, accounting, finance and management.

Following a discussion of the case, students should be able to analyse competitive dynamics: provide an in-depth critical analysis of Ilco Farming’s microenvironment, using the structure–conduct–performance framework; evaluate strategic positioning: conduct a SWOT analysis of Ilco Farming’s medicinal cannabis business; and develop strategic approaches: propose actionable strategies that would provide effective solutions to the problem of constrained market conditions currently faced by Ilco Farming.

Coenie and Ilse Venter established Ilco Farming, a cannabis farm located in the Viljoenskroon district in the Free State province in South Africa, in 2021. From the beginning, they poured their hearts and souls into their new venture, which soon paid off. A few short months after Ilco Farming began operating, despite the presence of other large competitors, Ilco Farming supplied a large share of the domestic medicinal market with flower heads. But then an unexpected challenge presented itself. In March 2023, Ilco Farming was operating at only 23% (600 m²) of its production capacity of 2600 m² and had considerable room for growth, the local market – at least the local legal market – for cannabis began to show signs of saturation. Coenie and Ilsa found themselves at the proverbial crossroads, grappling with the crucial decision of how to secure their farm’s future in the face of a fast-saturating local (legal) cannabis market and a thriving (illegal) black market. Coenie and Ilse refused to entertain the idea of going the black market route, as they were unwilling to risk losing their operating licence. They calculated that the farm would reach breakeven point within the next two years, with profits unlikely during this period. Should they persist with their current strategy of producing high-quality products and delivering a superior service in the hopes of growing their market share? Or should they consider other strategic options? Coenie and Ilse were sitting at their boardroom table having a cup of coffee and looking out of the window at Ilco Farming’s impressive SAHPRA- and GAP-approved warehouse and tunnels. “What should we do?” they both wondered.

The case study can be used in postgraduate courses in microeconomics (PGDIP/MBA) and agricultural economics (PGDIP/MBA).

Teaching notes are available for educators only.

CSS 5: International business.