When Software as a Service (SaaS) products scale, it might be tempting to think that traditional unit economics rules no longer apply. Expectations of economies of scale further fuel this notion. Yet, ...

Yum! Brands, Inc.’s YUM next growth phase appears increasingly tied to a single, deliberate priority: improving franchise-level economics. Management has made it clear that unit expansion, margin ...

Analysts have consistently underestimated Carnival's profitability, and I believe consensus 2025 earnings expectations may be 9% to 20% too low. Muted global capacity growth in 2026 and 2027 as a ...

Starbucks Corporation SBUX is strategically reshaping its store base in North America, with management positioning strategic closures and portfolio pruning as a lever to improve underlying unit ...

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With the growth of organizations operating at cloud scale, the challenges associated with managing cloud spend complexity have commensurately risen. A common struggle of optimizing cloud spend is to ...