Fundamental Thinking

For years, the Argentine company invested heavily in a transportation network to help grow its e-commerce platform, the success of which has enabled it to branch into more profitable lines of business, such as consumer credit. In a volatile economic environment, MercadoLibre is a reminder of the growth and earning power of high-quality companies outside the US.

Companies that can plow profits back into their own businesses create a competitive advantage they can tap when the economy slows.

Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception.

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? We went to Manila to find out.

In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.

In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine.

The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has investors booing both companies. But maybe not for long.

The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an edge that isn’t so easily trimmed.

As the world looks to electrify 65 million miles of roadways, an iconic gas station-convenience store chain places itself at the frontlines of determining how quickly—and profitably—that transition occurs.

Not every industry is conducive to long-term growth. In the wine industry, a disruptor from Down Under faces an especially steep climb.

What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…