Featured Article

IDEX Pricing Spineometer: 2 of 5 Vertebrae

By Tim J. Smith, PhD January 9, 2025

IDEX, a global applied solutions provider, had a mixed Q3 2024. Revenue rose 0.6% to $798 million while earnings before interest and taxes fell 6.1 % to $168 million over the same period last year. A review of IDEX’s 30 October 2024 earnings call and associated financial reports provided insight regarding the importance of pricing on performance. IDEX is a diverse and complex business. It has three reporting units, Fluid & Metering…

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In This Issue

Strategic Movements: May 2019

By Tim J. Smith, PhD May 24, 2019

Tesla Model 3 sales volume underwhelmed expectations in Mid-April. SpaceX capsule was damaged in weekend engine tests, spewing smoke.  How to respond?  Elon Musk touted the future of self-driving cars and his strategy for deploying them.  If the truth is unpleasant yet you have fan followers, can he simply change the narrative by talking about a brighter future, again?

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Retroactive Rebates: Decision Inexactitudes

By Tim J. Smith, PhD April 30, 2019

Since rebates are accrued and paid to customers later, one could state that all rebates are “retroactive” in that they impact the effective pocket price captured after the invoice is issued, and generally are issued after the invoice is paid. But that is too broad of a definition of “retroactive rebates.”

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Channel Strategy in CPG

By Kyle T. Westra April 30, 2019

Forgoing traditional channel distribution didn’t stop Oatly from a quick expansion. The New York Times reported in January 2018 that “Oatly has spread from 10 locations in New York to more than 1,000 locations nationwide,” less than a year after it landed in the U.S. 1,000 locations pales in comparison to its footprint had they  teamed up with grocery retail.

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Major Marketing Implications In Fisher-Price Sleeper Recall

By James T. Berger April 30, 2019

The product in question is the Fisher-Price Rock ‘n Play sleeper. The product has been on the market since 2009 and Fisher-Price has sold some 4.7 million units, subject to the recall. Since the product was introduced, the Rock ‘n Play sleeper has been blamed for 32 infant deaths.

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