Annie Lu

Marketing Portfolio — Selected Case Studies

Fordham University
Gabelli School of Business
Class of 2028  •  GPA 3.7
Brooklyn, NY
Annie Lu
Marketing strategist. Brand thinker. Builder.

I'm a marketing student at Fordham's Gabelli School of Business, with a strong interest in brand strategy, business development, and consumer insights. I'm especially drawn to how brands grow and how people actually experience them in real life. I've always been curious about the gap between how brands want to be perceived and how they're received. Growing up in Brooklyn made me pay attention to small details. I notice friction before aesthetics and often think about what drives people to engage with a store or product. That mindset carried into my work at Quirk Haus, a small creative retail space that supports small businesses. Being in that environment showed me how brand identity, customer experience, and real-world behavior all come together. It pushed me to think beyond just how something looks and focus more on how it works for people.

Resume — Annie Lu 2026 Download PDF
Annie Lu Resume 2026
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Case Study 01 — Product Innovation & Brand Strategy

SOLÈS — Redefining
What Luxury Means

L'Oréal Brandstorm 2026 — Fordham University — Jan – Mar 2026

Product Strategy Go-to-MarketCompetitive AnalysisSustainability
L'Oreal Brandstorm 2026
$35Retail Price Point
50K+Year 1 Unit Target
30%Refill Repurchase Rateprojected
50%Packaging Reduction
35%Portable Skincare Demand Growth

I co-founded SOLÈS for L'Oréal Brandstorm 2026, a global student marketing competition where teams pitch original beauty innovations to L'Oréal executives. In under three months, my team built a full product concept, pricing model, and go-to-market strategy around a single insight: luxury doesn't have to mean impractical. SOLÈS is a dual-ended compact combining a luxury fragrance balm on one end and SPF 50 mineral protection on the other.

🌿50%Less Packaging vs. Buying Separately
🔁30%Projected Refill Repurchase Rate
📦50K+Year 1 Unit Sales Target

The brief asked us to innovate in the luxury beauty space. My team split almost immediately on what "luxury" meant. I looked at it from a consumer behavior angle. Sunscreen reapplication rates are notoriously low because the product is inconvenient to carry mid-day. The portable skincare category was growing 35% annually, and yet most dual-function products felt like drugstore compromises. That gap was our opening.

I pushed the team toward a different definition of luxury: something so well-designed it earns a permanent place in your bag. Not luxury as status. Luxury as quality you rely on.

"We weren't building a product that happened to be sustainable. We were building a product where sustainability was the strategy."

The brand name came from a brainstorm around the idea of solace. SOLÈS sounds like solace — warmth, relief. For a product designed to protect your skin and make you feel put-together on the go, that resonance mattered as much as the specs.

SOLÈS sits in a deliberate white space between mass-market multitasking products and traditional luxury single-use fragrance. The $35–$40 retail price sits just below the "luxury intimidation threshold." By pivoting to a high-end refillable glass model, we increase customer LTV and brand loyalty through an exclusive, recurring refill ecosystem. The $20–$25 refill drives a projected 30% repurchase rate — each refill sale is higher-margin, keeps the customer in the ecosystem, and compounds brand loyalty over time. All projections are based on market research from the Brandstorm submission.

Brand / ProductSPF 50Luxury FragranceRefillablePortablePrice
L'Oréal Paris (mass market)$10–$20
YSL Libre / Armani Si~$80–$150+
Vacation Classic Spray~~$22–$36
Existing dual-end beauty sticks~$15–$30
SOLÈS (proposed)$35–$40
Retail Channel

Sephora and Ulta first. Both index with skincare-conscious millennial and Gen Z shoppers already in discovery mode.

Retention & LTV

Refill cartridges at $20–$25. Lower reorder barrier, higher stickiness. Exclusive refill ecosystem drives compounding LTV.

Sustainability

50% packaging reduction vs. buying separate products. 100% refillable or compostable packaging target by 2029.

Scale Path

50,000+ units in Year 1. Line extensions to SPF + moisturizer and SPF + insect repellent in Year 2.

SOLES flatlay
Dual-Ended Product
SOLES in use
Product in Use
Fragrance notes
Fragrance Profile
  • Reframing the brief was the whole game. The most interesting marketing insight challenges the premise, not just the execution.
  • Retention should be designed into the product. The refill model was both a sustainability play and a revenue driver at once.
  • I would have run primary consumer research earlier. First-party willingness-to-pay data at $35–$40 would have made the pricing argument more defensible.
Case Study 02 — Social Media & Brand Marketing

Quirk Haus — Selling
10 Brands at Once

Sales Marketing Manager — New York, NY — Dec 2025 – Present

Social Media Strategy B2B MarketingContent CreationSales Growth
30%Sales Increase
40%Brand Visibility Growth
10+Small Brands Promoted
50%Max Commission Negotiated
Quirk Haus storefront
Quirk Haus — 231 Grand St, Brooklyn, NY 11211
Quirk Haus logo

Quirk Haus is a NYC creative retail space that incubates and sells products from local small brands. I joined as Sales Marketing Manager in December 2025 and took on the challenge of promoting 10+ different brands simultaneously through a single social media presence, while managing the B2B side directly with brand partners.

📈30%Sales Growth (POS-tracked)
👁️40%Brand Visibility via Social Analytics
🤝10+Active Brand Partner Relationships

The core tension at Quirk Haus is that you're not selling one cohesive brand. You're selling 10 at once. A generic social feed that tries to serve everyone resonates with no one. Foot traffic that did convert tended to come from people who had already seen something specific on social media and came in looking for it.

"The most valuable conversion signal I had was a customer who came in and said, 'I saw you had this.' That told me exactly what was working."

Reels became the primary format. I tracked which products generated in-store mentions using our Clover POS system alongside weekly sales reports from each brand partner. On the B2B side, commission rates were negotiable up to 50% of total sales, so I needed to understand each brand's margin structure before setting terms.

Observe
Floor time during peak hours. Track which products customers pick up and ask about.
Create
Produce product-forward Reels targeting high-velocity items. Style to each brand's identity.
Measure
Cross-reference Clover POS data with vendor reports. Track in-store mentions per post.
Iterate
Reallocate content effort toward highest-converting brands each week.
Instagram Reels
85%
On-Site Promo
60%
B2B Comms
45%
Customer Svc
30%

Estimated contribution to visibility growth based on Clover POS attribution and social analytics.

Measurement

Cross-referenced Clover POS with vendor reports. Tracked in-store mentions as a direct attribution signal.

Content Format

Product-forward Reels. Visual style tailored to each individual brand's identity.

B2B Approach

Negotiated commission rates up to 50% per brand. Treated each partner as a co-marketing arrangement.

Feedback Loop

Floor observations translated into weekly content decisions. Real behavior informed digital output.

  • Aspirational content drives awareness. Product-specific content drives foot traffic. They are not the same job.
  • Managing multiple brands under one roof taught me how to build a cohesive editorial voice that still gave each brand room to breathe.
  • A UTM-linked QR code system tied to each post would make the social-to-sales connection far more precise and reportable.
Case Study 03 — Venture Strategy & Market Positioning

Ablean — Solving
a City-Scale Problem

Co-Founder & Chief Strategy Officer — Sep – Dec 2025 — Gabelli School of Business

Venture Strategy Go-to-MarketPricing StrategyESG
Ablean logo
$1.13MYear 1 Revenue Projection
30%Monthly User Growth Rate
Mo. 10Projected Break-Even
65MAnnual NYC Visitors Addressed
40Partner Locations at Launch

Ablean was a venture I co-founded and served as Chief Strategy Officer for during The Ground Floor, Fordham's Gabelli School startup course. The premise was simple: NYC has 65 million annual visitors and a genuinely broken public restroom infrastructure. Ablean's solution was to stop trying to build new facilities and instead unlock the ones that already exist inside cafes and small businesses through a membership app. This was my idea, brought to the team after we started from scratch looking for an everyday problem worth solving.

The urban restroom access problem is not a construction problem. A single traditional public restroom costs $3–$5 million to build in NYC. The existing digital solutions weren't solving it either. Google Maps shows you where a restroom might be. It does not guarantee that restroom is clean, open, or accessible to a non-customer. That's the gap.

I focused our competitive positioning on one word: guaranteed. Every competitor either can't guarantee access or requires millions in construction to do it.

"We weren't building new infrastructure. We were organizing existing infrastructure into something that actually works."

$1
Single Use

For tourists and occasional users. Frictionless access with Apple Pay. No commitment required.

$5
Monthly Membership

For residents and daily commuters. Less than a subway ride. Solves a problem they have every single day.

Find
Open app. See map of verified restrooms with cleanliness ratings and hours.
Pay
Choose $1, $3, or $5 plan. Pay instantly via Apple Pay or card.
Access
Smart lock releases. Clean, guaranteed restroom. No purchase required from the business.
Rate
Leave a cleanliness rating. Feedback keeps quality high across all partner locations.
Revenue Model

$1/$3/$5 tiers. At 0.5% adoption of Manhattan's 1.6M residents and 65M annual visitors, Year 1 projects over $1.13M.

Partner Value Prop

$0.10 per restroom visit as passive income. Driving a projected 12% increase in foot traffic to partner locations through integrated discovery features within the app.

Competitive Moat

Locator apps show restrooms. Ablean guarantees them. Smart restroom companies require costly construction. Ablean uses existing infrastructure.

ESG Integration

No new construction eliminates 84,000+ kg CO2e per restroom build. 10% of profit donated to global sanitation projects.

The financial model projected $1.13M in Year 1 revenue at 0.5% adoption. Break-even projected between Month 9 and Month 10 with a 30% monthly user growth rate and 40-location starting network. All figures are projections from our business plan model.

12-month cash flow statement
12-Month Cash Flow Projection — Break-Even by Month 10
  • The best business ideas solve something people encounter every day but have accepted as unsolvable.
  • Pricing for multiple user types is harder than it looks. A tourist paying $1 and a commuter paying $5 per month need to feel equally well-served.
  • Real data from even 10 partner locations would tell us a lot about actual visit frequency and whether $0.10 per visit sustains long-term partner commitment.
01
Pilot
10 locations in one Manhattan neighborhood. Measure real visit frequency, partner retention, and user adoption.
02
Iterate
Test pricing tiers with real users. Evaluate commuter pass and tourist bundle options for higher LTV.
03
Expand NYC
Scale to 40+ Manhattan locations. Expand to Brooklyn. Co-brand with eco-friendly cleaning partners.
04
USA → World
Boston, Chicago, SF. Then London, Paris, Tokyo. Establish global hygiene access standards.
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Growth strategy
Growth Scale Strategy — Manhattan to World
Org chart
Executive Leadership — Annie Lu as Chief Strategy Officer
UN SDG alignment
UN SDG 11 & SDG 17 Alignment