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,…
1. Overview Vail Resorts, Inc. is a premier operator of mountain resorts, particularly ski resorts, with a portfolio that also includes lodging, real estate, and associated services like ski school, dining, and retail/rental operations. It currently operates properties across North America and internationally, leveraging its well-known Epic Pass system to drive season-pass stability and cross-resort…
Boot Barn Holdings, Inc. is a leading lifestyle retail chain in the United States specializing in western and work-related footwear, apparel, and accessories. Founded in 1978, the company has grown significantly, operating more than 400 stores across the country while also maintaining a robust e-commerce platform. For fiscal 2024, Boot Barn generated approximately $1.7 billion…
Warner Bros. Discovery, Inc. is a major American media and entertainment conglomerate formed in 2022 via the merger of WarnerMedia (spun off from AT&T) and Discovery, Inc. Its portfolio spans film studios, television networks, streaming platforms, news, sports, documentary brands, and related intellectual property (e.g. HBO, Warner Bros., CNN, Discovery+). The company operates globally and competes in…