“A Curated Collection of Published Teaching Cases” Compiled By: Translational Research Center July 2026
Fox Case Scholarship Dashboard Since our founding in 2018, Fox case scholarship has grown into one of the world's most recognized university case collections, reaching educators, students, and institutions across the globe.
Welcome to the Fox Business Case Collection! The Translational Research Center strives to amplify the impact of research conducted by faculty and students at the Fox School of Business and the School of Sport, Tourism and Hospitality Management (STHM). Our goal is to help transform research into practical knowledge that informs and supports better decision-making. This small collection of teaching cases reflects our commitment to bringing real business challenges into the classroom. Each case presents an authentic managerial decision, giving students the opportunity to analyze complex situations, weigh competing priorities, and develop practical solutions. At Fox, we view case writing as a powerful bridge between academia and practice. Through collaborations with organizations across industries, our faculty create timely, relevant cases spanning strategy, marketing, operations, supply chain management, analytics, entrepreneurship, sustainability, healthcare, and emerging technologies. The cases featured here represent some of our most widely adopted, award-winning, and impactful publications, showcasing the quality, diversity, and growing global influence of Fox case scholarship. As we host the inaugural Fox Case Conference, we celebrate the community of educators, researchers, and practitioners who believe in learning through real managerial decisions. We hope this collection inspires meaningful classroom discussions and encourages others to contribute to the growing field of case scholarship. Thank you for your interest in our work, and welcome to the Fox case community. Dr. Neha Mittal Case Director, Translational Research Center Fox School of Business, Temple University
Explore the Case Collection ♟️ Strategy, Leadership & Entrepreneurship Page Case 7 Airbnb: Balancing Business, Housing, and Public Safety 8 Urban Axes: First Mover in US Experiential Entertainment 9 Tender Greens: Can They Keep the 'Green' Promise in Beef Sourcing? 10 Jeevitnadi: Women's Leadership and the Challenge of Scaling a Grassroots Non-Profit 11 Maha Al Sibai: Lead Enterprise or Stay Artist? 12 Dooney & Bourke: Continuing to Tap into the Lucrative Chinese Luxury-Goods Market 📈 Marketing, Branding & Customer Experience 14 L'Oréal USA: Digitally Optimizing Consumer Insights 15 Inbal Dror: Expanding the Global Reach of a Couture Bridal Wear Brand 16 Growing Luxury Healing at ORA 17 Insomnia Cookies: Owning the Night through Research & "Doughvelopment" 18 Opera Philadelphia: Segmentation Strategies for Changing Markets 🚚 Operations, Supply Chains & Global Business 20 Tucker Company Worldwide: Delivering Value in Logistics Services 21 ASML and the Geopolitics of Chip Manufacturing: Balancing Strategic and Political Pressures 22 Lavazza: The Challenges of Foreign Market Entry in a Brand Intensive Industry 23 Saxbys Coffee: The Latte Dilemma and a Quest to Improve Service
24 Maersk: Keeping Things Cool in a Hot Market 25 Jaguar: Back to British or Forward with Flair? 🌱Ethics, Sustainability, Healthcare & Social Impact 27 The Hershey Company: Broken Pledge to Stop Using Child Labor 28 From Local Roots to Global Reach – Navigating Sustainability and Cultural Integrity with Last Forest Enterprises 29 Hopeworks: Reaching a Turning Point 30 Mission Driven or Misled? Ethical Leadership in Blusmart’s Crisis 🤖AI, Analytics & Digital Transformation 32 Hastings Medical Clinic: Marketing Struggles and Data-Driven Solutions 33 Meta: Digitally Transforming Workforce Management at Scale and with Agility 34 Albertsons: Customer Insights to Increase Adoption of a New mHealth App 35 AI at Scale: PepsiCo's Balancing Act of Growth, Efficiency, and Governance 36 DOES: Commercializing AI in Regulated Pharma Manufacturing 📖 Additional Resources 37 Explore the Complete Fox Case Collection
♟️Strategy, Leadership and Entrepreneurship
7 Airbnb: Balancing Business, Housing, and Public Safety Neha Mittal, Sunil Wattal Ivey Publishing, Product # W44836 In 2019, New York City Mayor Bill de Blasio faced pressure to address the challenges posed by Airbnb’s rapid expansion. Although a 2010 New York state law banned short-term rentals of entire apartments without the leaseholder present, widespread violations persisted, contributing to rising rents and neighborhood disruption. A 2016 state law authorized fines for illegal listings, prompting Airbnb to adopt self-regulatory measures like the “One Host, One Home” and “Primary Residence” rules. These policies reduced crimes such as burglary, robbery, and assault, but led to a rise in theft and revealed Airbnb’s uneven societal impacts depending on neighborhood affluence. As tensions escalated, de Blasio faced a key dilemma: how to balance innovation and economic growth with housing, community, and safety concerns. Learning Objectives: • Use stakeholder theory to evaluate competing interests in Airbnb’s impact on housing, tourism, and public safety. • Evaluate the trade-offs between public regulation and platform self-regulation. • Develop evidence-based policy recommendations that balance innovation and economic growth with housing affordability, community stability, and public safety. Scan to download the case Strategy, Leadership & Entrepreneurship
8 Urban Axes: First Mover in US Experiential Entertainment Marilyn Anthony, Shreshthi Mehta Ivey Publishing, Product # 9B21M021 Urban Axes introduced the Canadian indoor sport of axe throwing to the US market, beginning with one location in Philadelphia, Pennsylvania, in 2016. Although Urban Axes was started as a “side hustle” by four friends with corporate jobs, it soon became apparent that the concept could be both popular and profitable. The partners quickly decided to become fully involved in the business to maximize its potential. This case features a woman protagonist as chief financial officer and the originator of the business plan. It is a novel, contemporary example of the first-mover principle, highlighting the risks and rewards of creating a new line of business in a competitive and volatile industry, in this case, the indoor or experiential entertainment industry. Learning Objectives: • Recognize the challenges of responding to competition. • Evaluate growth options, including franchising, expansion, distribution, and acquisitions. • Assess trade-offs to determine the most sustainable growth strategy. • Scan to download the case Strategy, Leadership & Entrepreneurship
9 Tender Greens: Can They Keep the ‘Green’ Promise in Beef Sourcing? Marilyn Anthony; Neha Mittal Ivey Publishing, Product # 9B21M005 In October 2015, Tender Greens, a fast-growing California fast-casual restaurant chain, was preparing for East Coast expansion with support from equity investors. As the company scaled, CEO and co-founder Erik Oberholtzer faced a critical decision: continue paying a premium for sustainably sourced beef despite supply constraints, or switch to conventionally raised beef to improve margins and support growth. The decision required balancing the company's commitment to local, sustainable, and affordable food against investor expectations, supply chain realities, and long-term profitability. How could Tender Greens achieve national scale while remaining true to its core values? Learning Objectives: • Analyze supply chain challenges associated with business growth and expansion. • Evaluate trade-offs among stakeholder interests, sustainability goals, and financial performance in strategic procurement decisions. • Assess sourcing and logistics strategies, considering cost, quality, scalability, and operational efficiency. Scan to download the case Strategy, Leadership & Entrepreneurship
10 Jeevitnadi - Women’s Leadership and the Challenge of Scaling a Grassroots Non- Profit Gauri Joshi and Neha Mittal Ivey Publishing, Product # W45659 In early 2024, the founder of Jeevitnadi, based in Pune, India, faced a key decision: Should she expand the organization’s women-led river restoration model beyond Pune amid rising national interest, or deepen its local impact? While she believed in the power of people, especially women, to drive change, she feared expansion could dilute Jeevitnadi's core values and strain limited resources. Scaling up presented major challenges, including building a strong team, securing funding, and staying true to its mission. The founder would have to consider all of this in deciding between keeping the work focused and deep in Pune or expanding it to reach more places. Learning Objectives: • Understand how personal purpose and community mobilization drive environmental and social change. • Analyze the organizational, resource, and contextual challenges involved in scaling a volunteer-driven grassroots non-profit. • Discuss the role of gender in leadership and social change. Scan to download the case Strategy, Leadership & Entrepreneurship
11 Maha Al Sibai: Lead Enterprise or Stay Artist? Neha Mittal, Manju Menon Ivey Publishing, Product # W47984_P Over two decades, Maha Al Sibai, an award-winning jewelry designer and founder of a boutique luxury brand, Maha Al Sibai Jewelry LLC, in Dubai, United Arab Emirates, has built a reputation for handcrafted, emotionally resonant pieces rooted in storytelling and artistry. However, in mid-2025, she faces growing pressure to balance her creative identity with the operational demands of running a business in one of the world’s most competitive and price-sensitive jewelry markets. With limited resources, a small team, and the evolving tastes of younger buyers, Al Sibai struggles to scale her business without compromising her artistic vision. The case explores her personal journey from Damascus to Dubai, the development of her brand, and her marketing efforts grounded in authenticity rather than mass appeal. At a crossroads, she must decide whether to retain full control or bring in an investor to manage business operations, potentially freeing her to focus on design. Learning Objectives: • Evaluate the trade-offs between control and delegation in entrepreneurial decision-making, especially when considering external investment or strategic partnerships. • Assess the operational demands of running a small business in creative industries, including staffing, marketing, and customer education. • Analyze gender and cultural influences on business strategy. Scan to download the case Strategy, Leadership & Entrepreneurship
12 Dooney & Bourke: Continuing to Tap into the Lucrative Chinese Luxury-Goods Market Sheri Lambert, Peter Beaugard, Frantz Jean-Baptiste, Kelly Mitchell, Laurie Ferranda Ivey Publishing, Product # W44674 In mid-2024, Dooney & Bourke, a Connecticut-based premium leather goods brand with nearly 50 years of heritage, faced declining market share, heavy reliance on the U.S. market, and weakening relevance among younger consumers. Senior Vice President and Head of Brand Strategy Peter Beaugard was tasked with evaluating international growth opportunities and recommending a strategy to the company's founder. Which markets and marketing tactics offered the greatest potential? What risks accompanied different expansion strategies, and how could they be mitigated? Could a digital-first approach accelerate international growth, and if so, what should that strategy entail? Learning Objectives: • Explore the key drivers for a firm to pursue international expansion. • Understand entry modes and their comparative advantages and disadvantages. • Detail marketing strategies to gain further traction in international markets. Scan to download the case Strategy, Leadership & Entrepreneurship
13 📈 Marketing, Branding, and Customer Experience
14 L'Oréal USA: Digitally Optimizing Consumer Insights Dennis Paris; Sheri Lambert; Amy Lavin Ivey Publishing, Product # 9B21A012 Nima Gohil, head of the new digital and creative consumer research department at L’Oréal USA (L’Oréal), was preparing for the upcoming January 2016 board meeting at L’Oréal’s research and innovation headquarters in Clark, New Jersey. L’Oréal’s competitors were using new digital media to highlight beauty products to current and new users, and L’Oréal was under pressure to develop a better way to connect with consumers to maintain, if not grow, market share. Top management had also urged Gohil’s department to reduce time and costs when collecting insights from consumers. Gohil focused on the hair care consumer segments, where she thought it was critical for L’Oréal to address and fully commit to the digital transformation that was being adopted by many other industries. She had only a few weeks to complete her assessments of L’Oréal’s digital strategy and assets and to prepare a functional recommendation to upper management. Learning Objectives: • Develop a market research strategy to understand consumer behavior and preferences in a digitally transformed marketplace. • Evaluate the challenges and strategic opportunities of competing in a mature industry undergoing digital transformation. • Analyze how the evolving digital landscape enhances customer engagement while creating risks related to data collection and consumer insights. Scan to download the case Marketing, Branding, & Customer Experience
15 Inbal Dror: Expanding the Global Reach of a Couture Bridal Wear Brand Sara Honovich, Neha Mittal, Jennifer Sundstrom-Fitzgerald Ivey Publishing, Product # W27148_P In October 2018, Yehuda Katzman, vice-president of marketing and business development at Inbal Dror, attended New York Bridal Fashion Week to showcase the brand’s latest couture collection and attract new retail partners. While promoting Inbal Dror’s distinctive designs, craftsmanship, and brand values, Katzman faced growing pressure to expand the company’s international presence. Given the high costs of participating in global bridal shows, securing new retail partnerships was essential for continued growth. His primary challenge was determining how to successfully enter the large and culturally diverse markets of China and the Far East while preserving the brand’s premium image and reputation. Learning Objectives: • Analyze the opportunities and challenges of expanding a small business into global markets. • Evaluate business growth strategies using SWOT analysis while considering risks, industry dynamics, and market opportunities. • Understand the role of business relationships, trust, culture, and language in supporting successful international expansion. Scan to download the case Marketing, Branding, & Customer Experience
16 Growing Luxury Healing at ORA Sheri Lambert Quick Case, Harvard Business Impact Growing Luxury Healing at ORA puts students in the shoes of the founder and CEO of a luxury spa which started in 2020 and grew in spite of the COVID-19 pandemic, and is now, years later, considering next steps in its digital marketing strategy. Students are asked to apply a resourced- based view to assess the industry and determine ORA's offering within the overall environment, with an eye toward growth. What direct messages should be used? What is the offer? What is the call to action? Learning Objectives: • Understand a company's key success factors and challenges to determine the best marketing messages to expand growth • Identify a firm's sources of competitive advantage • Analyze social media as a form of direct marketing and develop a communications plan which incorporates various channels of media mix, including a call to action Scan to download the case Marketing, Branding, & Customer Experience
17 Insomnia Cookies: Owning the Night through Research & 'Doughvelopment' Sheri Lambert Ivey Publishing, Product # W30426 In May 2022, Insomnia Cookies celebrated the first anniversary of CookieLab, an interactive brand activation designed to strengthen customer engagement and enhance its brand experience. Although Insomnia had established strong brand recognition and a unique selling proposition as a late-night cookie destination, particularly among college students, the company faced important strategic decisions about future growth. Management needed to determine whether expanding CookieLab was the best approach to support long-term success. Key questions included whether CookieLab should be rolled out locally, across the Northeastern United States, or nationwide, and what marketing strategies and tactics would be most effective to support that expansion. Learning Objectives: • Analyze a company’s strengths, challenges, and competitive advantages to evaluate its potential for business expansion. • Evaluate the role of valuable resources, leadership, and management commitment in achieving sustainable growth. • Develop marketing strategies and implementation plans to support expansion while meeting business objectives. Scan to download the case Marketing, Branding, & Customer Experience
18 Opera Philadelphia: Segmentation Strategies for Changing Markets Dennis Paris; Jean Wilcox; Amy Lavin; Sheri Lambert Ivey Publishing, Product # 9B19A039 Between 2010 and 2015, Opera Philadelphia faced declining household subscriptions, fewer single-ticket buyers, and significant revenue fluctuations as consumer preferences shifted alongside the rise of digital media. The organization came under pressure to adapt its strategy while preserving its loyal subscriber and donor base. To address these challenges, the general director sought to develop a new approach that better aligned with evolving audience preferences in Philadelphia and surrounding areas. The Opera needed to determine whether to revise its market segmentation, positioning, and product offerings to attract new audiences while retaining existing patrons and ensuring long-term financial sustainability. Learning Objectives: • Understand the role of market research and consumer insights in developing effective segmentation, targeting, and positioning (STP) strategies. • Evaluate how well-designed STP strategies contribute to business growth and competitive advantage. • Analyze integrated marketing strategies and tactics that enhance consumer perceived value and influence buying behavior. Scan to download the case Marketing, Branding, & Customer Experience
19 🚚 Operations, Supply Chains and Global Business
20 Tucker Company Worldwide: Delivering Value in Logistics Services Neha Mittal; Roman Szewczuk; Subodha Kumar Ivey Publishing, Product # 9B19D002 In June 2018, Tucker Company Worldwide (TCW), a supply chain logistics provider serving industries such as energy, pharmaceuticals, and food, received a bidding solicitation from a refinery in Reading, Pennsylvania. Recognizing the opportunity as an important potential contract, the company’s president assigned its carrier sales manager to prepare a competitive proposal before the end-of-day deadline. The manager faced the challenge of demonstrating TCW’s value, evaluating practical transportation solutions, and developing a compelling bid while remaining consistent with the company’s core principles. The outcome would influence TCW’s ability to secure a valuable client and strengthen its competitive position. Learning Objectives: • Understand the role of third-party logistics (3PL) in supporting modern supply chain operations. • Analyze the factors and stakeholders that influence freight transportation costs. • Evaluate the importance of communication, coordination, and advance planning in managing logistics and freight transportation effectively. Scan to download the case Operations, Supply Chains & Global Business
21 ASML and the Geopolitics of Chip Manufacturing: Balancing Strategic and Political Pressures Solon Moreira, Pablo Izurieta, Ram Mudambi, Deepak Nayak, Julianne Sellin Ivey Publishing, Product # W34163 In December 2022, ASML Holding, a global leader in semiconductor manufacturing equipment, faced a critical strategic dilemma amid escalating geopolitical tensions. Following U.S. restrictions on semiconductor technology exports to China, ASML was caught between maximizing business opportunities in the Chinese market and complying with Western efforts to limit China’s access to advanced chip technology. Because its products were essential to industries ranging from consumer electronics to defense, the company’s decisions carried significant economic and political implications. ASML had to balance profitability, regulatory compliance, and its long-term global strategic interests. Learning Objectives: • Analyze the impact of geopolitical factors and government policies on corporate strategy in strategic industries. • Evaluate the trade-offs between shareholder value, regulatory compliance, and long-term business sustainability. • Assess how geopolitical risks and market disengagement influence international market participation and strategic decision-making. Scan to download the case Operations, Supply Chains & Global Business
22 Lavazza: The Challenges of Foreign Market Entry in a Brand-Intensive Industry Soni Jha, Solon Moreira, Ram Mudambi Ivey Publishing, Product # W27255 Despite being Italy’s largest coffee maker and one of the world’s leading coffee roasters, Luigi Lavazza struggled to establish a strong presence in the United States despite more than three decades in the market. Although the company had entered the U.S. through partnerships with restaurants and hotels, increasing competition limited its market share. To strengthen its position, Lavazza faced a critical strategic decision: whether to promote the traditional Italian espresso culture to American consumers or adapt its brand identity and product portfolio to better match local preferences. The decision would shape the company’s future growth in the U.S. market. Learning Objectives: • Analyze the challenges and opportunities of internationalization strategies across different markets. • Evaluate the effectiveness of market entry strategies and the trade-offs of adapting versus replicating home-country business models. • Assess local market conditions, organizational resources, and internationalization modes to support successful global expansion. Scan to download the case Operations, Supply Chains & Global Business
23 Saxby's Coffee: The Latte Dilemma and a Quest to Improve Service Neha Mittal Ivey Publishing, Product # W41957 In the fall of 2024, Anna Arrivo began her role as student café executive officer at the Saxbys Coffee café located in Temple University’s Fox School of Business. Shortly after assuming the position, she identified a major operational challenge: long wait times were causing students to leave the line during short breaks between classes, resulting in lost sales and reduced customer satisfaction. Noticing that many customers ordered the same beverage, Arrivo saw an opportunity to streamline the drink preparation process. She was tasked with improving operational efficiency while maintaining the café’s welcoming atmosphere and high-quality customer experience. Learning Objectives: • Analyze process utilization, capacity, and bottlenecks to improve operational efficiency. • Evaluate the impact of load balancing and operational changes on productivity, service quality, and guest satisfaction. • Recognize how small process improvements can significantly enhance overall business performance. Scan to download the case Operations, Supply Chains & Global Business
24 Maersk: Keeping Things Cool in a Hot Market Neha Mittal, Robert O'Donnell Ivey Publishing, Product # W29267 In 2021, the head of cold storage for North America at A.P. Moller–Maersk was tasked with meeting the cold-storage needs of a key client amid surging demand for frozen food following the COVID-19 pandemic. Consumer stockpiling and limited cold-storage capacity across the United States intensified operational challenges and increased competition within the market. To demonstrate the value of Maersk’s end-to-end logistics services, the team needed to develop a flexible and reliable operational plan. Successfully securing the client’s trust was essential to strengthening Maersk’s position in the growing U.S. cold-storage market. Learning Objectives: • Analyze the challenges and risks of fragmented supply chains, including limited visibility and transportation complexity. • Evaluate the role of strategic planning, negotiation, and relationship management in achieving supply chain growth and efficiency. • Understand the importance of customer-focused logistics strategies in creating value and supporting long-term business success. Scan to download the case Operations, Supply Chains & Global Business
25 Jaguar: Back to British or Forward with Flair? Mayuri Srivastava, Sheri Lambert, Subba Lakshmi Prabha, Arup Majumdar Ivey Publishing, Product # W46196 In late 2024, Jaguar Land Rover faced a severe brand identity crisis following its shift toward an “Exuberant Modernism” design philosophy under the “Copy Nothing” campaign. The repositioning, aimed at attracting younger consumers, marked a dramatic departure from its traditional “Grace, Space, and Pace” heritage associated with British luxury, comfort, and performance. However, the strategy resulted in a sharp decline in sales in Europe and significant backlash from loyal customers and automotive enthusiasts who felt the brand had abandoned its legacy. The company was forced to reconsider whether to continue its new direction or restore its traditional luxury identity. Learning Objectives: • Understand the legacy brand positioning of established companies (e.g., Jaguar) and its evolution in the automotive industry. • Analyze the key elements that shape brand image and influence consumer perception. • Evaluate the risks and effectiveness of brand repositioning strategies, including targeting younger demographics and using unconventional marketing approaches. Scan to download the case Operations, Supply Chains & Global Business
26 🌱 Ethics, Sustainability and Social Impact
27 The Hershey Company: Broken Pledge to Stop Using Child Labor Bertrand Guillotin Ivey Publishing, Product # W25254 Michele Buck became the first woman president and chief executive officer of the Hershey Company (Hershey) and was elected as chair of the board shortly after. Now, she is leading a company that is facing supply chains and legal challenges. Although Hershey was dedicated to bringing “goodness to the world,” the company was accused of having broken its pledge to uproot child labour from its cocoa supply chain. Global pressure for greater supply chain transparency and compliance with human rights increased overtime; Hershey became a defendant in a US federal class- action lawsuit alleging harms caused by child labour. Learning Objectives: • Identify some of the complex realities associated with international business and supply chains. • Understand a firm’s dependence on a few countries producing the key ingredients for its products and the implication for that firm’s reputation. • Analyze the level of corporate responsibility and supply chain control (or lack thereof) that a firm has in its global business environment. Scan to download the case Ethics, Sustainability & Social Impact
28 From Local Roots to Global Reach – Navigating Sustainability and Cultural Integrity with Last Forest Enterprises Neha Mittal, Theodore L. Hill, Mathew John, Vyas Sreenivas Ivey Publishing, Product # W43600 The co-founder of Keystone Foundation and managing director of Last Forest Enterprises Pvt. Ltd. (LFE), faced a challenge - scaling sustainably while preserving Indigenous traditions and biodiversity. Based in Kotagiri, Tamil Nadu, LFE empowered local communities through eco-friendly livelihoods. As demand for ethical products grew, the leadership aimed to expand while maintaining local control, cultural integrity, and environmental responsibility. Transitioning LFE from a non-profit to a for-profit requires balancing financial sustainability with its core mission of providing community support. Learning Objectives: • Understand the regulatory and market barriers affecting Indigenous businesses. • Examine social enterprise expansion while maintaining sustainability and local control. • Assess alternative business models for empowering Indigenous communities. Scan to download the case Ethics, Sustainability & Social Impact
29 Hopeworks: Reaching a Turning Point Sheri Lambert, Amy Lavin, Cherles Miller Ivey Publishing, Product # W36846 Hopeworks Camden (Hopeworks) was looking to the future. Two of their chief executives were tasked to develop an expansion plan that is financially viable and increases their geographic reach, beginning as early as the second quarter of the following year. They knew that to grow they would need to increase in spatial geography, obtain new business opportunities, increase recruitment and training, and be competitive in the marketplace. They also knew that to make this all happen they would have to question how they market, determine who they would market to, and how the market will recognize them as a competitor. Learning Objectives: • Illustrate how marketing is as important for non-profits as it is to for-profit organizations. • Determine key marketing issues that need to be addressed. • Detail how marketing variables need to be integrated to produce a successful strategy. Scan to download the case Ethics, Sustainability & Social Impact
30 Mission Driven or Misled? Ethical Leadership in Blusmart’s Crisis Neha Mittal, Manju Menon, Gauri Joshi Ivey Publishing, Product # W49073 Set in April 2025, this case examines the collapse of Indian clean-energy firms Gensol Engineering Ltd. and BluSmart Mobility Ltd. (BluSmart) and the ethical challenges faced by BluSmart cofounder Punit Goyal. Once recognized for advancing sustainable transportation, both companies faltered amid allegations of fund misuse, governance breakdowns, and regulatory noncompliance. The case explores founder accountability, interfirm dependencies, and the risks of concentrated decision-making. Students assess whether independent leadership can restore credibility or whether the founders should retain control, raising broader questions of governance, transparency, and ethical leadership. Learning Objectives: • Analyze ethical leadership responsibilities when misconduct originates in a partner organization rather than within the firm itself. • Evaluate governance risks created by operational and financial dependence between partner organizations. • Identify governance red flags and early warning signals that may indicate deeper ethical or financial problems in rapidly growing firms. Scan to download the case Ethics, Sustainability & Social Impact
31 🤖 AI, Analytics and Digital Innovation
32 Hastings Medical Clinic: Marketing Struggles and Data-Driven Solutions Sheri Lambert, Neha Mittal, Sevinj Iskandarova Ivey Publishing, Product # W47498 Jonathan Shomo, a physician assistant and owner of Hastings Medical Clinic in Bridgewater, Virginia, confronted a crisis threatening the survival of his primary care practice. Shomo had built the clinic around near-constant availability, modern diagnostic technology, and personalized service, financing expensive equipment and operations through significant loans and fixed monthly costs nearing US $12,000. Yet, patient visits had dropped by half, and recent investments in marketing agencies, social media advertising, and a redesigned website had failed to reverse the decline. He needed to weigh options ranging from redefining service offerings and pricing to restructuring outreach, partnerships, and operations, knowing the move would determine the clinic’s future. Learning Objectives: • Analyze marketing challenges for small service-based businesses in competitive, resource-constrained environments. • Apply the concept of customer lifetime value to evaluate the total anticipated revenue generated from a customer. • Evaluate the fit between marketing strategy and target market values, particularly when digital marketing may conflict with local demographics or culture. Scan to download the case AI, Analytics & Digital Innovation
33 Meta: Digitally Transforming Workforce Management at Scale and with Agility Munir Mandviwalla, Laurel Miller, Larry Dignan Ivey Publishing, Product # W33549_P In March 2020, when COVID-19 was declared a pandemic, Meta CIO Atish Banerjea was tasked with moving the company to remote work. Since Meta’s recruitment, onboarding, and workforce management relied heavily on in-person interactions, he quickly assembled a team to digitize these processes and enable remote onboarding and work at global scale. Learning Objectives: • Analyze how firms respond to major crises such as the COVID-19 pandemic. • Analyze the complexities of a buy-versus-build decision. • Identify and analyze the trade-offs of remote work. Scan to download the case AI, Analytics & Digital Innovation
34 Albertsons: Customer Insights to Increase Adoption of a New mHealth App Sheri Lambert, Brooke Reavey, William Trovinger Ivey Publishing, Product # W47748 The customer insights director at Albertsons Companies Inc., in Issaquah, Washington, United States, was tasked with developing a new mobile health application (mHealth app). The company proposed the development of an mHealth app named Sincerely Health to empower users in managing and improving their well-being. The core concept of the Sincerely Health app was the gathering and implementation of consumer feedback to tailor the mHealth app’s features and functionalities to the specific needs and preferences of customers. The customer insights director had to decide whether the initial marketing research provided sufficient evidence to confidently recommend proceeding with the development of the Sincerely Health app. Learning Objectives: • Evaluate marketing research methodologies and identify and interpret market segments. • Analyze customer data to transform qualitative responses into actionable data. • Synthesize findings into professional recommendations. Scan to download the case AI, Analytics & Digital Innovation
35 AI at Scale: PepsiCo's Balancing Act of Growth, Efficiency, and Governance Sheri Lambert, Amy Lavin, Bora Ozkan Ivey Publishing, Product # W48500 This case explores PepsiCo’s enterprise-wide artificial intelligence (AI) transformation, highlighting how the company built a strong digital foundation and scaled AI across marketing, supply chain, finance, and governance. Beginning with a global cloud and data modernization effort, PepsiCo established the infrastructure and governance needed to treat data as a strategic asset. It then applied AI to drive consumer insights (via Pepviz™), hyper-personalized marketing, supply chain automation, and predictive analytics. The case also examines the financial trade-offs between CapEx-heavy automation and OpEx-driven generative AI initiatives, as well as the strategic and ethical challenges of deploying AI responsibly at scale. Learning Objectives: • Explain why strong data and cloud foundations are essential for scaling AI. • Analyze how AI applications drive value in marketing and supply chain management. • Discuss governance and ethical considerations in deploying AI responsibly at enterprise scale. Scan to download the case AI, Analytics & Digital Innovation
36 DOES: Commercializing AI in Regulated Pharma Manufacturing Neha Mittal, Carmen Ocasio Rodriguez Ivey Publishing, Product # W46487 Defense Operations & Engineering Inc. (DOES), a start-up based in Melbourne, Florida, and founded by Aaron Sneed, has developed a cutting- edge AI-driven smart manufacturing platform aimed at reshoring active pharmaceutical ingredient (API) production. With only $5 million in capital and 14–18 months of runway left, Sneed faced a strategic dilemma: invest further in AI development to stay technologically ahead, prioritize regulatory compliance to speed up market entry, adopt a hybrid approach, or form partnerships to share costs and risks. The case explores the challenges of commercializing AI in a heavily regulated industry, balancing innovation with compliance, and making high-stakes decisions under financial constraints. Learning Objectives: • Analyze how start-ups navigate critical decision points between innovation, regulatory compliance, and time-to-market, particularly in capital-constrained environments. • Design go-to-market strategies for health sector start-ups. • Assess how adaptive AI systems can be both an opportunity and liability in pharmaceutical manufacturing, and how start-ups can structure operations to meet evolving compliance standards without losing their technological edge. Scan to download the case AI, Analytics & Digital Innovation
37 To Continue Exploring Fox Cases This collection features just a small sample of our published scholarship. Discover our complete collection of teaching cases, published by Ivey Publishing, spanning strategy, marketing, operations, analytics, entrepreneurship, healthcare, sustainability, AI, and more.