The same store, stock and staff serving both households and micro-retailers changes the entire return profile.
Startup · Topic
Philippines Company Stories — Page 4
In-depth business case studies of Philippine companies, conglomerates, founders and industries.
- 55 guides
- 11 subtopics
- Updated Aug 26, 2026
All guides · page 4
Robinsons Retail: One Supply Chain, Every Shopping Occasion
In emerging markets, serving the informal trade earns more than displacing it ever would.
Ayala Land: Owning the District, Not Just the Building
The construction is execution. The land bought a decade early is where the return actually is.
SM Prime: Building the District, Then Selling It to Itself
Build the thing that creates a district, then own the district. The value is captured twice.
What AI Takes From Philippine BPO, and What It Leaves
Automation removes the simple work first — which is the work that gives people their start.
Up the Value Chain: What Philippine Outsourcing Has to Become
Moving up a value chain is an education problem wearing an industrial policy costume.
TaskUs: The Outsourcer That Chose Its Clients Carefully
In a commoditized industry, the client you choose determines the business you have.
Concentrix: Paid by the Hour in a Market That Wants Fewer Hours
Consolidating a labour arbitrage business does not create a scale business.
The Philippines’ BPO Industry: A Million Jobs Built on Accent and Bandwidth
India won the back office. The Philippines won the voice — and voice is what software learned first.
The Philippine Stock Exchange: Caught in a Liquidity Loop
Below a threshold of liquidity, a market cannot attract the participants who would create liquidity.
Remittances: The Philippines’ Largest and Least-Discussed Industry
The most important flow in the economy appears in no industrial policy document as a sector at all.
Metrobank: Lending to the Merchants Nobody Would Underwrite
Underserved markets are usually an information failure, not a credit risk.
