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IKEA

3:22:28
 
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Manage episode 450717776 series 2483609
Content provided by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Sponsors:

Many thanks to our fantastic Fall ‘24 Season partners:

Links:

Carve Outs:

More Acquired:

© Copyright 2024 ACQ, LLC

‍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.

  continue reading

238 episodes

Artwork

IKEA

Acquired

2,251 subscribers

published

iconShare
 
Manage episode 450717776 series 2483609
Content provided by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Sponsors:

Many thanks to our fantastic Fall ‘24 Season partners:

Links:

Carve Outs:

More Acquired:

© Copyright 2024 ACQ, LLC

‍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.

  continue reading

238 episodes

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