Johnson & Johnson is a large, diversified healthcare conglomerate operating across pharmaceuticals, medical devices, and (formerly) consumer health products. Its scale, global reach, and diversified exposure give it resilience across cycles. The company invests heavily in R&D and has a strong product pipeline, especially in immunology, oncology, and medical devices. Over time it has pursued…
Domino’s Pizza, Inc. is a leading global pizza delivery and carryout company, primarily franchised, with operations in over 90 markets. Its business model combines royalties, supply chain sales, and digital ordering platforms to drive both scale and margin. Domino’s emphasizes technology and logistics (e.g. centralized dough manufacturing, delivery optimization) to keep costs lean. It has…
Company Overview Levi Strauss & Co. (Levi) is a global apparel company best known for its Levi’s® denim brand, along with ancillary brands such as Dockers® and more recently Denizen® and Signature by Levi Strauss. It designs, sources, markets, and distributes jeans, casual wear, and accessories for men, women, and children. Over recent years, Levi…
Overview PepsiCo, Inc. is a global consumer packaged goods company with a diversified portfolio spanning beverages, convenient foods/snacks, and related products. It sells under brands such as Pepsi, Gatorade, Mountain Dew, Lay’s, Doritos, Quaker, and more. Its business is structured across multiple geographies and product categories to balance growth across mature and emerging markets. The…
Progressive Corporation is a U.S.-based insurance holding company that primarily operates in personal auto insurance, along with select commercial auto and property-casualty lines. It differentiates itself by blending direct sales (online/phone) with an independent agency network. Over the decades it has leaned heavily on data, pricing segmentation, and technology (e.g. usage-based insurance) to compete. It…
Constellation Brands is a leading producer and marketer of beer, wine, and spirits, founded in 1945 and headquartered in Victor, New York. The company’s portfolio includes well-known beer brands such as Corona, Modelo, and Pacifico, as well as premium wine and spirits labels like Robert Mondavi, The Prisoner Wine Company, and High West Whiskey. In…
Sweetgreen, Inc. is an American fast-casual restaurant company specializing in healthy salads and grain bowls. Founded in 2007 and headquartered in Los Angeles, it operates over 240 locations across the United States, focusing on fresh, locally sourced ingredients and digital-first ordering. The company’s 2024 revenues were approximately $677 million, reflecting double-digit growth as it continues…
Clear Secure, Inc. operates a biometric identity / identity verification platform under the CLEAR brand in the United States. Its services include airport security line access (via paid membership “CLEAR Plus”), virtual queue management (Reserve by CLEAR), identity verification for business partners (CLEAR Verified), and digital identity solutions (e.g. “Sora ID”). The company positions itself in…
Company Overview On Holding (also called “On”) is a Swiss-based athletic footwear and apparel company focused on designing premium performance running shoes, apparel, and accessories. It aims to marry performance, design, and lifestyle appeal by positioning itself between technical running brands and fashion-forward athletic wear. The company sells through direct-to-consumer (online and branded stores) and…
SkyWest, Inc. (NASDAQ: SKYW) is a leading regional airline operator in North America, founded in 1972 and headquartered in St. George, Utah. The company primarily operates flights under capacity purchase agreements (CPAs) with major airlines including Delta Air Lines, United Airlines, American Airlines, and Alaska Airlines. In 2024, SkyWest generated revenues of approximately $3.1 billion,…