Allbirds’ revenues are falling and margins shrinking. A strategy analysis shows why the brand lost its edge — and what it must do to survive.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/allbirds-crossroads-strategy-decline-survival
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
A deep dive into Costco vs. Sam’s strategy. Learn why Costco’s business model compounds scale with demand captivity, while Sam’s relies on scale alone..
Read the full article on Substack: https://bankshotstrategy.substack.com/p/costco-vs-sams-strategy-analysis
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI’s power hunger is forcing Big Tech to build its own energy supply — reshaping who controls the grid behind the future of intelligence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/silicon-valley-ai-energy-cartel
Learn more at www.ericdnoren.com.
Additional Links:
Goldman Sachs research: https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm_source=chatgpt.com
IAEA Report: https://www.iea.org/reports/electricity-2024
Walmart’s sensors and AI are creating a continuous learning loop across its 4,600 stores — transforming cost leadership into a compounding information advantage.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/walmart-learning-loop-scale-intelligence
Learn more at www.ericdnoren.com.
Additional Links:
Wiliot/Walmart press release: https://www.wiliot.com/wiliot-collaborates-with-walmart-to-transform-retail-supply-chain-with-ambient-iot-and-ai
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
As AI reshapes discovery, the website must evolve into a brand operating system — the foundation for trust, experience, and coherence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system
Learn more at www.ericdnoren.com.
As AI systems handle discovery, visitors arrive already informed. Learn why UX now means confirmation, coherence, and trust — not exploration.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/new-ux-ai-mediated-web
Learn more at www.ericdnoren.com.
As AI systems shape discovery, credibility shifts from stories to systems. Learn why structured trust, not content volume, drives visibility.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/human-vs-machine-trust
Learn more at www.ericdnoren.com.
Pop Mart’s Labubu went from blind-box toy to global craze. Was it strategy, luck, or taste? Learn why it worked - and why it may not for others.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/labubu-pop-mart-strategy-viral-fad
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Canva looks like a design tool, but its formula blends subscriptions with a marketplace, multiplies value through network effects, and locks in demand. Here’s how the model works, and where rivals might attack.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/inside-canvas-strategic-formula
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
A cemetery case study shows how the Periodic Table of Business Strategy reveals what others miss. (Article originally published August 14, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/your-real-business-model-may-surprise
Learn more at www.ericdnoren.com.
A 3-step framework to reveal what your strategy is really made of. (Article originally published July 31, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/how-to-diagnose-your-strategy-in
Learn more at www.ericdnoren.com.
Aggregation Theory explained the internet era. Learning-Loop Economics explains the AI era: compounding faster by owning the loop, not just the customer. (Article originally published September 24, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/learning-loop-economics
Learn more at www.ericdnoren.com.
Learn how to combine business model, strategy, and competitive advantage into a one-line formula that explains why companies thrive or fail. (Article originally published September 10, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Learn more at www.ericdnoren.com.
A practical introduction to the AI Susceptibility Index (ASI): five questions to assess AI risk, common patterns, mitigation playbooks, and a 20-minute worksheet—without revealing the scoring recipe. (Article originally published August 21, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learn more at www.ericdnoren.com
Explore the full Periodic Table of Business Strategy™ — 35 essential elements covering business models, strategies, and competitive advantages. A foundational framework for navigating growth, disruption, and the AI era. (Original article published July 23, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Learn more at www.ericdnoren.com
Audio edition of the Bankshot Strategy newsletter