It's an interesting question. And if the answer is no, I guess the logical conclusion is that internal tools make very little difference to the success of consumer product companies.

That doesn't seem like an intuitive conclusion, but it's a hard circle to square. As someone who mostly builds internal tools (though in a very different context), it certainly seems like good systems are an Archimedean lever that acts as a force multiplier across the entire org. Yet, if good internal tooling was important, you think at least one company would have been able to achieve success partially on this basis.

The consumer product industry is extremely competitive, so the counter-hypothesis of entrenched sclerotic incumbents refusing to pick up $20 bills off the sidewalk doesn't really seem likely.