Strategy frameworks applied to real companies
Each company is a hub. Open Tesla to read Porter's Five Forces, BCG, Ansoff, and PESTEL analyses as we publish them — pick a company below to start.
New series: the 2026 World Cup, read through strategy frameworksCompanies
130 companiesBoeing
US aerospace giant delivering 143 commercial aircraft in Q1 2026 (first win over Airbus since 2019), post $4.7B Spirit AeroSystems reintegration. Q1 earnings April 22.
Safran
French aerospace and defense leader with €27B revenue, co-producing the CFM LEAP engine (50/50 JV with GE), plus aircraft equipment, defense electronics, and the #1 narrow-body aircraft engine franchise.
SpaceX
World's leading private space company. $1.75T IPO target, 17M Starlink subscribers, 166 launches in 2025, xAI merger, Artemis Moon lander, and Starship orbital ambitions.
Delta Air Lines
America's largest airline by market share (24.62%) delivered record FY2025 results with $63.4B revenue, $5.0B net income (+44.8%), and $4.6B free cash flow — now navigating the Iran war fuel shock and building a $10B loyalty empire with American Express.
Spirit Airlines
America's largest ultra-low-cost carrier navigating Chapter 11 bankruptcy with a radical fleet downsizing from 214 to 76-80 aircraft and a pivot toward premium economy.
Anthropic
Anthropic SWOT analysis 2026: $30B funding at $380B valuation, Claude AI safety leadership, and the enterprise AI race.
Manus
AI Agent OS for independent task execution.
OpenAI
OpenAI SWOT analysis 2026: $110B mega-funding at $840B valuation, ChatGPT dominance, and the race to AGI.
OpenClaw
Open-source AI agent with 280K+ GitHub stars and 13K+ skills on ClawHub.
Bank of America
Second-largest US bank with $113.1B revenue (+7% YoY), $30.5B net income, 42M Erica AI users, $4.1T Merrill Lynch client balances, and $96B unrealized HTM losses. Q1 2026 earnings April 15.
BNP Paribas
Leading European banking group with diversified retail, corporate, and investment banking operations across global markets.
Citigroup
Third-largest US bank with $85.2B revenue, operations in 160 countries, $213B market cap, and CEO Jane Fraser's transformation plan 80%+ complete. Q1 2026 earnings April 14.
Goldman Sachs
Goldman Sachs SWOT analysis: #1 global M&A advisor ($1.48T deals, 32% market share), record $16.5B equities trading, $3.6T AUS. FY2025 revenue $58.3B, net income $16.3B, 15% ROE. Consumer banking exit cost $7B+.
JPMorgan Chase
Largest U.S. bank with diversified operations spanning investment banking, commercial banking, asset management, and consumer financial services.
L'Oréal
World's largest beauty and cosmetics company with 36+ brands spanning luxury, consumer, professional, and dermatological beauty segments.
Shiseido
Japan's largest cosmetics company and the world's 5th largest beauty group, with a 152-year heritage of blending Japanese aesthetics with cutting-edge skincare innovation.
CrowdStrike
Cybersecurity leader with $1.69B Falcon Flex ARR (+120% YoY), $20B FY36 ending ARR target, and 97% gross retention even after the July 2024 outage — Q1 FY27 earnings June 3, 2026. Charlotte AI positions CrowdStrike for the agentic AI security category.
Palo Alto Networks
Leading cybersecurity platform company offering next-gen firewalls, cloud security, and AI-powered threat detection for enterprises worldwide.
Chevron
Second-largest US integrated energy company with $189B revenue, record 4.05M boe/d production, $53B Hess-Guyana acquisition, and 39 consecutive years of dividend increases.
TotalEnergies
French integrated energy major balancing a massive oil & gas portfolio with aggressive renewable energy and LNG investments.
Oracle
Enterprise software giant with market-leading database technology, growing Oracle Cloud Infrastructure (OCI), and comprehensive SaaS portfolio.
ServiceNow
Enterprise workflow automation leader with the Now Platform powering IT service management, employee experience, and business process automation for 8,000+ enterprises.
Disney
Global entertainment conglomerate spanning theme parks, streaming, and iconic IP franchises.
Disney Parks
Disney Parks SWOT analysis 2026: $60B 10-year capital plan, Universal Epic Universe response, cruise fleet expansion to 13 ships, and IP-driven attraction pipeline across 12 global parks.
Spotify
The world's leading music and podcast streaming platform.
American Express
Premium payments and financial services company with $66B revenue, 145M+ cards in force, and dominant position in affluent consumer and business spending through a closed-loop network.
Morgan Stanley
Global financial services firm with leading positions in investment banking, wealth management, and institutional securities serving corporations, governments, and individuals.
Visa
Global payment network leader processing billions of transactions annually with an asset-light business model, high margins, and universal merchant acceptance.
Coca-Cola
Global beverage leader SWOT: brand power vs. health trends.
McDonald's
World's largest fast-food chain with $26.9B revenue, 46% operating margin, 210M loyalty users, 44,000+ locations, and AI-powered kitchen transformation with Google Cloud.
PepsiCo
Global food and beverage giant with $91.5B revenue (FY2024), operating 23 brands each generating $1B+ annually across snacks (Frito-Lay, Quaker) and beverages (Pepsi, Gatorade, Mountain Dew).
Daikin
Global HVAC leader specializing in energy-efficient air conditioning and refrigeration systems for commercial and residential markets.
Keyence
Leading factory automation and sensor manufacturer with premium direct sales model and innovation focus.
Schneider Electric
Global leader in energy management and industrial automation solutions for buildings and infrastructure.
Hitachi
Japanese industrial conglomerate transforming into a digital solutions and green infrastructure leader through its Lumada IoT platform.
Honeywell
Global industrial conglomerate with $37B revenue across aerospace, building technologies, industrial automation, and advanced materials. Announced 3-way breakup into Honeywell Aerospace, Honeywell Automation, and Solstice Advanced Materials.
Air Liquide
World's second-largest industrial gas company serving healthcare, electronics, and energy transition markets across 73 countries with 120+ years of gas expertise.
Caterpillar
World's largest manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.
Hermès
Ultra-luxury French maison renowned for artisanal craftsmanship, iconic Birkin and Kelly bags, and a scarcity-driven business model sustaining exceptional margins.
Kering
French luxury conglomerate with €18B revenue, home to Gucci (50%+ of revenue), Yves Saint Laurent, Bottega Veneta, and Balenciaga. Navigating Gucci's creative transition under designer Sabato De Sarno.
LVMH
World's largest luxury goods conglomerate with an unmatched portfolio of 75+ prestigious brands including Louis Vuitton, Dior, Tiffany, Hennessy, and Sephora.
AbbVie
Global biopharmaceutical company with $56B revenue, navigating the post-Humira patent cliff with fast-growing immunology successors Skyrizi and Rinvoq, plus Allergan's Botox portfolio.
AstraZeneca
Global biopharmaceutical leader with $54B revenue, #1 oncology pipeline with 200+ R&D projects, breakthrough drugs Tagrisso, Enhertu, and Imfinzi, plus rapid growth in rare diseases and China markets.
Eli Lilly
Leading pharmaceutical company dominating the diabetes and obesity therapy market with breakthrough GLP-1 drugs Mounjaro and Zepbound.
Johnson & Johnson
Diversified healthcare giant with leading positions in pharmaceuticals (oncology, immunology) and medical devices across global markets.
Pfizer
One of the world's largest pharmaceutical companies with a diverse portfolio spanning vaccines, oncology, rare diseases, and anti-infectives following the COVID-19 vaccine era.
Sanofi
French pharmaceutical giant with global leadership in immunology, vaccines, and rare disease treatments serving patients in 170+ countries.
Ultra Medica
Ultra Medica Pharmaceutical Industries SWOT analysis 2026: a top-five Syrian pharmaceutical manufacturer founded in 1955 in Sednaya, producing ~200 GMP/ISO-certified products across NSAIDs, antibiotics, diabetes, hypertension, GI, and nutraceuticals — navigating regional expansion under sanctions and currency volatility.
Cards Direct
UK independent specialist retailer of greeting cards, gifts, gift wrap, balloons and party supplies — Made-in-Britain product range competing in a market dominated by Card Factory's 1,100+ stores and Moonpig's online platform.
Costco
Membership-led warehouse retailer compounding at +9.1% net sales with $90B Kirkland Signature, 89.7% worldwide renewal, and 82.1M paid members — Q3 FY26 earnings May 28, 2026 with $500M-$2B tariff refund optionality.
Fast Retailing (Uniqlo)
Japanese global apparel giant and parent of Uniqlo, known for functional, high-quality basics with an efficient supply chain spanning 25+ countries.
Home Depot
Home improvement retail leader doubling down on Pro contractor TAM via SRS + GMS, navigating housing market stalemate and tariff resilience.
Lowe's
Home improvement retailer running a Pro-pivot playbook via $8.8B FBM acquisition (Oct 2025) + ADG (June 2025), with the Mylow AI assistant (OpenAI) as the DIY digital experience moat — Q1 FY26 earnings May 20, 2026.
Target Corporation
Mass-market retailer navigating Q1 FY26 May 21 earnings: Roundel $915M compounding at +55% Q4, same-day fulfillment 40% below DC cost, tariff exposure ~8% pricing vs Walmart 4-5%, CEO Fiddelke first earnings test.
Walmart
World's largest retailer with $713B revenue, 21% US grocery market share, $6.4B advertising business, 270+ drone delivery locations, and e-commerce exceeding $150B.
AMD
AMD SWOT analysis 2026: Q1 earnings May 5 with $9.5-10.1B revenue guide (+32% YoY), MI400 HBM4 432GB beats NVIDIA GB200, OpenAI 6GW partnership, Helios rack via $4.9B ZT Systems acquisition, ~12% AI accelerator share.
Applied Materials
Leading US semiconductor equipment maker heading into Q2 FY26 earnings May 14 — $7.65B revenue guide, $5B EPIC Center spring 2026 opening with Samsung/SK Hynix/Micron/Advantest anchors, +20% CY2026 semi equipment growth on AI/HBM tailwind.
Broadcom
Diversified semiconductor and infrastructure software leader with dominant positions in networking, custom AI silicon, and enterprise software.
Intel
US semiconductor leader executing a Lip-Bu Tan turnaround: Q1 2026 double beat ($13.58B rev, $0.29 EPS), 18A node ramping with Panther Lake AI PC and Clearwater Forest (Xeon 6+), but Foundry still losing $2.4B/quarter with only $174M external revenue.
Lam Research
Leading provider of etch and deposition semiconductor manufacturing equipment for advanced nodes.
Marvell Technology
Custom silicon and data infrastructure semiconductor company powering cloud data centers, 5G networks, and enterprise storage.
Micron Technology
AI memory chip leader SWOT: HBM dominance vs. cyclicality risk.
Nvidia
AI accelerator dominance with hyperscaler concentration risk
Texas Instruments
Leading analog semiconductor and embedded processing solutions provider for industrial and automotive markets.
Tokyo Electron
Leading Japanese semiconductor equipment manufacturer specializing in deposition, etch, and cleaning systems.
TSMC (Taiwan Semiconductor)
The world's largest semiconductor foundry with 70.4% market share, manufacturing chips for Apple, NVIDIA, AMD, and virtually every major technology company.
Barcelona
One of football's biggest clubs and brands, pulling financial 'economic levers' to climb back up the Deloitte Money League after a debt crisis, while leaning on La Masia and the renovated Spotify Camp Nou.
FIFA
Governing body of world football, running the first 48-team, 104-match World Cup across USA/Canada/Mexico (June 11 2026) on a record $13B 2023–2026 revenue cycle, plus a new club, streaming, and gaming portfolio.
Man City
Premier League champions and flagship of City Football Group — the world's leading multi-club owner (13 clubs across 5 continents, 1B+ followers) — with €838m revenue, the highest of any English club.
PSG
QSI-owned Ligue 1 powerhouse turning a star-driven model into a global lifestyle brand — €806m revenue, a 2025 Champions League breakthrough, and a post-Mbappé team-first reset.
Real Madrid
The world's highest-revenue football club — first to pass €1bn (€1.05bn in 2023/24) — monetising a rebuilt Santiago Bernabéu as a year-round venue and driving the European Super League push.
Dassault Systemes
European leader in 3D design, simulation, and product lifecycle management software powering digital transformation across aerospace, automotive, life sciences, and manufacturing.
Dell Technologies
AI server king with $43B record backlog entering FY27 and ~$50B FY27 AI-Optimized Servers guide (+103% YoY); xAI / Stargate / Pangea-5 anchor customers — Q1 FY27 earnings May 28, 2026.
Global leader in search, advertising, and cloud computing.
Recruit Holdings
Japan's largest HR technology company and owner of Indeed and Glassdoor, operating the world's #1 job search platform with 350M+ unique monthly visitors globally.
Salesforce
Global leader in cloud-based CRM, enterprise AI agents, and data-driven customer engagement platforms.
Satya Nadella
LinkedIn thought leadership analysis.
Standalone framework examples
8 of 8Worked frameworks applied to scenarios rather than specific companies — useful when learning the framework itself.
World Cup 2026 PESTEL Analysis: the host-economy bet
Applied to World Cup 2026 host economy
Eisenhower Matrix applied to an engineering manager's week
Applied to Engineering manager
Porter's Five Forces applied to the US airline industry
Applied to US airlines
JTBD analysis: what job is Instagram Stories hired to do?
Applied to Instagram Stories
OKR examples from Google's early years
Applied to Google
Premortem on a product launch that almost shipped broken
Applied to SaaS product launch
RICE prioritization on a real SaaS team's Q3 backlog
Applied to B2B SaaS product team
SWOT analysis of Tesla in 2024
Applied to Tesla