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Tea Connect, a chain of five tea cafés in India, had ended 2019 with sales revenues of ₹48.1 million. The co-founder of Tea Connect had the ambitious target of opening 20 cafés and achieving sales revenues of ₹200 million by 2020. The co-founder planned the renovation of the cafés to improve the speed of service, but he also wanted to launch Tea Connect–branded consumer packaged products. Three franchising offers for stores in Jaipur, Jodhpur, and Mount Abu were also under consideration. He was wondering whether renovation would help to enhance the customer experience and whether this was the right time to launch consumer packaged goods. Also, was it the right time to explore the franchise route of expansion?

Presentation for product 8B20A036.

In January 2020, the co-founder of Alpha Advantech LLP (Alpha Advantech), an agricultural and gardening products company based in Karnal, Haryana, India, had to decide whether to drive an organic growth strategy and utilize his resources to expand the company’s operations, or stick to consolidation and market penetration with the current range of products. Alpha Advantech had performed well since its inception in 2016, and the co-founder aimed to make it a ₹600 million company by 2022. However, the current team size and scale limitations of the company were potential impediments to achieving this target. The co-founder could not decide whether to let Alpha Advantech stay niche in the business or to expand it both geographically and in terms of its range of offerings. He realized that if he were to choose expansion over consolidation, he would need to devise a strategic plan for Alpha Advantech’s growth, assess the technical and digital capabilities that his company would require, and anticipate the scalability issues it was likely to face.

In January 2020, the co-founder of Alpha Advantech LLP (Alpha Advantech), an agricultural and gardening products company based in Karnal, Haryana, India, had to decide whether to drive an organic growth strategy and utilize his resources to expand the company's operations, or stick to consolidation and market penetration with the current range of products. Alpha Advantech had performed well since its inception in 2016, and the co-founder aimed to make it a ₹600 million company by 2022. However, the current team size and scale limitations of the company were potential impediments to achieving this target. The co-founder could not decide whether to let Alpha Advantech stay niche in the business or to expand it both geographically and in terms of its range of offerings. He realized that if he were to choose expansion over consolidation, he would need to devise a strategic plan for Alpha Advantech's growth, assess the technical and digital capabilities that his company would require, and anticipate the scalability issues it was likely to face.

In June 2019, a newly promoted branch manager of a bank in Davao City, Philippines, must recommend to the bank's head office who among six loan applicants will obtain loans from the branch. She has received applications for 24 million in loans but can only grant 18 million. The branch manager needs to (a) decide how much to loan and to which customers, (b) find ways to retain valuable customers and acquire new ones, and (c) consider new avenues to accommodate the increasing number of applicants at her branch. The case encourages students to apply customer relationship management concepts in deciding which borrowers to recommend and it offers an opportunity to discuss the role of marketers as trusted advisers to their clients.

In June 2019, a newly promoted branch manager of a bank in Davao City, Philippines, must recommend to the bank’s head office who among six loan applicants will obtain loans from the branch. She has received applications for ₱24 million in loans but can only grant ₱18 million. The branch manager needs to (a) decide how much to loan and to which customers, (b) find ways to retain valuable customers and acquire new ones, and (c) consider new avenues to accommodate the increasing number of applicants at her branch. The case encourages students to apply customer relationship management concepts in deciding which borrowers to recommend and it offers an opportunity to discuss the role of marketers as trusted advisers to their clients.

In December 2018, Hindustan Unilever Limited announced that it would buy out GlaxoSmithKline Plc’s Consumer Healthcare Ltd. India business, which included popular brands such as Horlicks, Boost, and Viva. With Horlicks in its portfolio, Hindustan Unilever Limited expected to gain market share, draw synergies from individual strengths, and gain access to a larger consumer base. However, India’s health food drink category had registered only single-digit growth in 2017. Its primary target audience of parents, physicians, and nutritionists had concerns regarding the side effects of sugar as a key ingredient in beverages such as Horlicks. With consumer focus shifting to healthier, preservative-free alternatives, among other issues, Hindustan Unilever Limited was faced with a challenge: how could it build on Horlicks’s brand equity to sustain its leadership position in the disrupting health food drink market, leverage its leadership position to grow the company in this segment, and take that growth to double digits?

In December 2018, Hindustan Unilever Limited announced that it would buy out GlaxoSmithKline Plc's Consumer Healthcare Ltd. India business, which included popular brands such as Horlicks, Boost, and Viva. With Horlicks in its portfolio, Hindustan Unilever Limited expected to gain market share, draw synergies from individual strengths, and gain access to a larger consumer base. However, India's health food drink category had registered only single-digit growth in 2017. Its primary target audience of parents, physicians, and nutritionists had concerns regarding the side effects of sugar as a key ingredient in beverages such as Horlicks. With consumer focus shifting to healthier, preservative-free alternatives, among other issues, Hindustan Unilever Limited was faced with a challenge: how could it build on Horlicks's brand equity to sustain its leadership position in the disrupting health food drink market, leverage its leadership position to grow the company in this segment, and take that growth to double digits?

In 2019, the managing director of Sarva Pharmaceuticals Private Limited, a pharmaceutical company based in India, was considering an expansion of his company by entering the growing pharmaceutical market in Myanmar. He needed to identify the best way to execute this expansion plan, assess whether his company's product range was adequate and suitable for the Myanmar market, prepare for possible risks and cross-cultural marketing issues, and plan the management staffing approaches in Myanmar.

In 2019, the managing director of Sarva Pharmaceuticals Private Limited, a pharmaceutical company based in India, was considering an expansion of his company by entering the growing pharmaceutical market in Myanmar. He needed to identify the best way to execute this expansion plan, assess whether his company’s product range was adequate and suitable for the Myanmar market, prepare for possible risks and cross-cultural marketing issues, and plan the management staffing approaches in Myanmar.

Instructor Spreadsheet to accompany product 8B19N021.

Student Spreadsheet to accompany product 9B19N021.

In early December 2016, a student member of the Philippine Fund of the finance lab at the Asian Institute of Management was wondering whether to invest in the initial public offering (IPO) of Shakey’s Pizza Asia Ventures Inc. (Shakey’s). Shakey’s was the market leader in the full-service chain restaurants industry in the Philippines and would be the fourth company to be listed in the Philippine Stock Exchange. The IPO period was from December 2 to December 8, 2016, and the company was offering a total of 306 million shares. The student member must decide whether to buy Shakey’s stock based on her estimate of the intrinsic value of Shakey’s relative to the IPO price, Shakey’s strategy and prior performance, and the attractiveness of the food service and restaurant industry.

Student spreadsheet to case W19630

In early December 2016, a student member of the Philippine Fund of the finance lab at the Asian Institute of Management was wondering whether to invest in the initial public offering (IPO) of Shakey's Pizza Asia Ventures Inc. (Shakey's). Shakey's was the market leader in the full-service chain restaurants industry in the Philippines and would be the fourth company to be listed in the Philippine Stock Exchange. The IPO period was from December 2 to December 8, 2016, and the company was offering a total of 306 million shares. The student member must decide whether to buy Shakey's stock based on her estimate of the intrinsic value of Shakey's relative to the IPO price, Shakey's strategy and prior performance, and the attractiveness of the food service and restaurant industry.

The CEO of Eco Tasar, a socially responsible company based in India has to decide how to deal with a customer request that may jeopardize his corporate values.

In January 2019, the low-cost brokerage house Zerodha emerged as India’s largest broker by number of customers. From 2014 to 2018, Zerodha's client addition had grown by 200–300 per cent annually; however, the company now needed a strategy to maintain and defend its leadership position. It needed to tap India’s retail broking segment for continued growth. And in a market swamped with nearly identical products, Zerodha needed a strategy to avoid being confused with similar firms and to consistently be consumers’ first choice. Could it stay ahead of its rivals with product innovation?

In January 2019, the low-cost brokerage house Zerodha emerged as India's largest broker by number of customers. From 2014 to 2018, Zerodha's client addition had grown by 200-300 per cent annually; however, the company now needed a strategy to maintain and defend its leadership position. It needed to tap India's retail broking segment for continued growth. And in a market swamped with nearly identical products, Zerodha needed a strategy to avoid being confused with similar firms and to consistently be consumers' first choice. Could it stay ahead of its rivals with product innovation?

With the acquisition of Rustan Supercenters Inc. (Rustan’s) in November 2018, Robinsons Retail Holdings Inc. (Robinsons) had become one of the top retailers in the Philippines, with over 1,800 stores. Although the acquisition brought Rustan’s network of more than 80 stores, located largely in Metropolitan Manila, under the Robinsons umbrella, the multiformat retail giant could not use the trademark and trade name “Rustan’s” without the Tantoco family’s approval. This case assesses the Robinsons brand and the retailer’s possible post-acquisition growth strategies. It also discusses the benefits and risks associated with this acquisition, the possible brand-transition options available to Robinsons, and whether this trend-reversal strategy will provide the retailer with a competitive edge.

With the acquisition of Rustan Supercenters Inc. (Rustan's) in November 2018, Robinsons Retail Holdings Inc. (Robinsons) had become one of the top retailers in the Philippines, with over 1,800 stores. Although the acquisition brought Rustan's network of more than 80 stores, located largely in Metropolitan Manila, under the Robinsons umbrella, the multiformat retail giant could not use the trademark and trade name "Rustan's" without the Tantoco family's approval. This case assesses the Robinsons brand and the retailer's possible post-acquisition growth strategies. It also discusses the benefits and risks associated with this acquisition, the possible brand-transition options available to Robinsons, and whether this trend-reversal strategy will provide the retailer with a competitive edge.