Business Case Studies: Format & Example | StudySmarter

Business case studies are important as they help us understand how real-life business scenarios are different from classroom teaching. Businesses are dynamic, meaning they are susceptible to external forces. A business case study tells us how a particular business responded to a unique situation. Other businesses can learn from them and be prepared for what can happen, how-to, or how not to respond to a similar situation.

What is a business case study?

A case study is a research tool that is also implemented as a research methodology. It is preferred by many students while writing their bachelor’s or master’s thesis. A case study gives students a chance to apply theory to a real-life situation, analyse, and draw insights. The business case study can be a fictitious account of a business situation provided by the instructor to check the critical thinking and problem-solving skills of students. We have developed 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios. Students can use these case studies as examples with the corresponding theory to stand out in exams. For example in Figure 1 below, what strategy would a salesman implement to increase his sales? We need to study his business case to find out!

A business case study summarises a real-life business issue faced by a company and explains how it may affect society within a business context.

Business Case Studies Format

In this study set, we have divided case studies into groups as per the business situation. The groups include case studies regarding mergers and takeovers, strategy overviews, SWOT analyses, business leader characteristics, corporate social responsibility, franchise models, Porter’s five forces, change management and ethical issues.

Business Case Studies: Mergers and takeover case study

In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger. While if a big company buys out a smaller company, it is called a takeover. Virgin Media O2 merger happened in June 2021 through a 50:50 joint venture between Liberty Global and Telefónica, the owners of Virgin Media and O2.

Another example of a merger is analysed in the Disney Pixar Merger Case Study. The former CEO of Pixar, Steve Jobs, has said that this merger will allow companies to focus on what they do best. But did you know that Kraft Food Ltd. tried to acquire Cadbury in a hostile takeover? Kraft Cadbury Takeover is a case study that explains how hostile takeovers may occur.

Case studies about strategies of businesses

A strategy is not the same as a plan. Strategy is the first step in business that determines why, considers all known and unknown factors, multiple different paths, and multiple outcomes. Without a strategy, businesses cannot reach their goal and their plans will wander. Businesses create different strategies to reach different goals. We have presented marketing strategies and global and internationalization strategies for some successful companies like Apple, Starbucks, Nike, Ikea, Netflix, and Coca-cola.

You might have observed that Coca-cola has similar branding all over the world. Their marketing strategy is to be a common household name that can be recognized anywhere globally. Starbucks and Mcdonald’s also use the same branding even if their products differ from country to country.

Fig. 1 – A Starbucks Café

Business Case Studies: SWOT analysis

SWOT analysis is a tool all businesses use before making decisions. The tool helps put Strengths, Weaknesses, Opportunity, and Threats concisely so that one can easily analyze them before making any decision. Studying cases of companies like Apple, Tesco, and Cadbury gives us more insight into the company than we see. Hershey has acquired the rights to produce Cadbury products in the U.S. in 1988. Cadbury was facing issues expanding its market reach. This is a weakness Cadbury has.

What do you think will be the threats to tech giant Apple? Read the Swot Analysis of Apple case to find out.

Business Case Studies: Business leaders

Who is your role model in business? Whose leadership style do you admire? Is it Bill Gates, Richard Branson, or Jeff Bezos? Perhaps you wish to know more about Warren Buffet or Reed Hastings of Netflix.

Mary Barra, the first female CEO of General Motors, practices an inclusive and transformational leadership style. Have you heard about the innovative leadership style employed by Susan Wojcicki, who is the CEO of Youtube? Or you can read all to know how these business leaders differ in their leadership styles.

Business Case Studies: Corporate social responsibility (CSR)

Corporations often undertake practices and policies for the betterment of society along with profit maximization. Common examples of CSR include green initiatives, donating to charities, or organizing fundraisers. In our case studies regarding CSR, you can read about Ben and Jerry’s CSR strategies. Ben and Jerry’s has, over the years, supported protestors against income inequality, protested drilling in Arctic regions and has launched several climate action campaigns.

Are you aware of Walt Disney CSR Programs? Disney’s CSR programs include CSR programs for children, investment in youth programs, social influence and workforce programs and supply chain investment programs. Disney not only has children as their main audience but also takes responsibility for helping children in need, showing exemplary CSR practices.

Business Case Studies: Franchise model

The first company that might come to mind when asked about an example of a franchise model could be McDonald’s. McDonald’s model has ensured the ability of the franchise to run sustainably for 10 years.

Fig. 2 – McDonald’s French Fries

Another brand that grew using the franchise model is the well-known clothing brand, Zara. Zara took 13 years to make its presence via franchising as they moved forward cautiously. Zara gives the opportunity to franchisees to repurchase their stocks.

Oyo, a unicorn hospitality start-up from India, is growing internationally via a franchise model. Oyo implemented an aggregator model in which it leases some rooms from partner hotels, refurbishes them to match quality standards, and rents them out on their platform. From 2018, Oyo switched to a franchise model in which partner hotels make a contract with Oyo to provide quality service for brand name and posting hotel rooms on Oyo platforms.

Business Case Studies: Porter five forces

Porter’s Five Forces is a method for analyzing a company’s competitive environment. It identifies and analyzes five competitive forces that shape the industry:

• Competitive rivalry,

• New entrants,

• Power of buyers,

• Power of suppliers,

• Threat of substitutes.

There are many coffee shops that could match Starbucks’ quality of service. Starbucks is always under the threat of new entrants, competition, and substitutes. To survive, Starbucks has to keep innovating new flavours, drinks, and coffee substitutes.

Walmart is another case study that we analyzed for Porter’s five forces. We realized that the strongest force of Porter’s Five Forces for Walmart is the competitive rivalry from other retailers like Costco, Amazon, and eBay.

What is your opinion about these forces on Apple? Is it the customer bargaining power or threat from substitute products that have the most influence? Read Porter’s five forces Apple to learn more!

Business Case Studies: Change management

Change management is the process of managing responses to changes in the internal and external environment of a business. Businesses that do not change in time, perish. When Apple launched touchscreen phones, Nokia stuck with QWERTY keypads. When Google launched Android, Nokia stuck with the development of the Symbian operating system. What happened to Nokia and why were they resistant to change? On the other hand, you can also read about Apple’s change management. The decision-making and acceptance to change are what differentiates Apple from Nokia.

Fig. 3 – Nokia Phone

Business Case Studies: Organizational structure

Organizational structure decides how flexible the company is towards the process of change. Modern organizations like Google keep innovation at the centre of their strategy. Google has a flat, function-based, and product-based organizational structure.

McDonald’s has separate departments for each country/region. They have a centralized decision-making body and a decentralized structure for each country they operate in. Tesco, one of the big five grocery retailers in the UK, has a decentralised, hierarchical, and product-based structure. These businesses are active in different sectors and their organisational structure depends on it. The other factors that influence organizational structure are company work culture, management, and business model.

Business ethics case studies

Keeping a check on businesses ethically is not just the government’s job but also consumers’. Unfortunately, there seemed to be several ethical issues with Apple such as poor working conditions, health and safety risks, child labour, poor environmental reporting, contributing to e-waste and tax avoidance. Starbucks is not an exception for it either. They have an aggressive marketing strategy, poor employee conditions, and a weak position on fair trade ratings. Companies like Apple, Starbucks can improve their ethical issues but some companies have faced sandals.

Nike’s Sweatshop Scandal and the Enron Scandal are two such examples. Nike Sweatshop Scandal began in 1991 when Jeff Ballinger published a report detailing the appalling working conditions of garment workers at Nike’s factory in Indonesia. Since then Nike has taken positive steps to reinforce CSR. The Enron Scandal was financial fraud. Enron did not show large debt on its balance sheet. But why did it happen? You can read about it in our case study called Enron Scandal!

Business case study examples

In this section, we have mentioned case studies that do not fall into any of the categories mentioned above but still hold importance in business studies. These case studies are unique and one may find that these companies have created new markets via their business model.

Business Case Studies: Ryanair Strategic Position

Ryanair is a cost-friendly budget airline that operates in 40 countries. How can they sell tickets so cheap? Well, they travel to less busy airports, usually far from the city, outside business hours when there is a high rush at airports, and they charge you for almost every small addition. Ryanair operates only one type of aircraft to speed out ground crew processes. Ryanair tries to keep their planes for small times on airfields to save on rent. Budget flyers across Europe prefer Ryanair for its cheap tickets. More insights at Explanation: Ryanair Strategic Position.

Business Case Studies: Unilever outsourcing

You might have heard that many major companies outsource their IT operations. Unilever Outsourcing is different as they have outsourced their HR operations to Accenture. Outsourcing has helped Unilever save fixed costs and share risks.

Business Case Studies: Nivea Market Segmentation

Nivea is a well-known name in Asian countries. Nivea effectively targets the young adult market in the tropical equatorial region. Nivea’s market segmentation thus concluded to be geographical and demographic. But how did we reach this conclusion? Read more about our Explanation: Nivea Market Segmentation.

Here are the links to each case study.

Business Case Studies – Key takeaways

• A case study is a research tool that is implemented as a research methodology.

• A business case study summarises a real-life business issue faced by a company and how it may affect society

  within a business context.

• StudySmarter has provided 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios.

• In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger while if a big company buys out a smaller company, it is called a takeover.

• Strategy is the first step in business that determines why, considers all known and unknown factors, multiple paths, and multiple outcomes.

• SWOT analysis is a tool all businesses use before taking any decision.

• Corporations undertake practices and policies for the betterment of society, this is known as CSR.

• Porter’s Five Forces is a method for analyzing a company’s competitive environment

• Change management is the process of managing responses to changes in the internal and external environment of a business.

• Companies are always in the moral dilemma of doing things the ‘right’ way or the profitable way!