IKEA (Audio)
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- Опубліковано 3 гру 2024
- IKEA may be the most singular company we’ve ever studied on Acquired. They’re a globally scaled, $50B annual revenue company with no direct competitors - yet have only ~5% market share. They’re one of the largest retailers in the world - yet sell only their own products. They generate a few billion in free cash flow every year - yet have no shareholders. And oh yeah, they also sell hot dogs cheaper than Costco! (Sort of.)
Tune in for an episode flat-packed with counterintuitive lessons about how this folksy mail order business from the Swedish countryside came into your living rooms (and bedrooms and dining rooms and kitchens and bathrooms and patios and garages and backyards) all over the globe!
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The Testament of a Furniture Dealer
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Our past episodes on:
Costco
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Walmart
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Amazon
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LVMH
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Hermès
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Worldly Partners Multi-Decade IKEA Study
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Episode sources
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Carve Outs:
Detroiters
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The 11-inch iPad Pro
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The QB School
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Ice Cube at the World Series
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Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions. © Copyright ACQ, LLC
This podcast is amazing for insight, detail and eloquence - it just flows! Thank you so much.
One suggestion: would it be possible to tag the main sections of each episode, say 1. narrative, 2. powers analysis, 3. Playbook? It would help to come back to specific points more easily.
Thank you for this. I love this podcast so much.
Much love from South Africa. 🇿🇦
Around 2012, I read that the founder of IKEA would time his haircuts based on his next visit to a developing country! Now I know why!!
Thanks for this great episode. Keep up the good work guys! I really like listening to your channel. 😀
I just finished Facebook 6.5hr long episode and now this😭 so lucky
not my proudest fap either
Just finished listening to David's episode on Ikea and now I'm greeted by this! I'll be dreaming about swedish meatballs at this rate.
Can you share what you're referring to ?
God bless you guys. I knew it
Do Samsung next
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Kerrie Farrell program is widely available online.
As a beginner, it's essential for you to have a mentor to keep you accountable.
I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service...
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this.
A single hotdog is still to this day 5kr in Sweden. Less than 50 cent knowing they loosing money but know thay get people there.
1 hr 37 min 15 sec quote 🎉
these retail and software businesses are boring as fuck
do some on less basic companies like manufacturers or hardware companies: micron, GMC, boeing, 3M
i would rather scratch my eyeballs out then listen to another retail episode
this show has really fallen off
I don t agree with your take but an episode on Boeing would be awesome!