Stratrix

Big strategic calls deserve better evidence.

We bring the evidence. You make the call.

Launch the product that eats your best seller? Buy the business next door? Sell the division that no longer fits? Every company faces some version of these calls. Stratrix shows how others facing them chose and what followed, what large companies are doing right now, and the economy they are doing it in. You know your company and your timing; we bring the record, with its sources.

Strategic Decisions · 24 decisions

Find your decision.

Each row is one decision companies keep facing: the cases we have verified, how they turned out, and what is moving this year. Each has a guide that tells the story behind the numbers, and a Strategy Pack for running it yourself.

All 24 strategic decisions →The Store

The Decision Board: each decision with its cases, how they turned out, this year’s signal, its guide and its Strategy Pack
Decision	Cases	How they turned out	This year	Read and run it
Decision Forks
Choosing between two pathsWhen the path split, why this way and not the other?	44	34 never undone5 walked back	—	The guide →Pack $499
The road not takenWhy didn't they buy, build, or enter when they had the chance?	49	36 never undone5 walked back	—	The guide →Pack $499
Betting the companyWhy risk everything on a single move?	22	18 never undone1 walked back	Economy10-year Treasury 4.99%, up 0.87 pts on a year	The guide →Pack $499
Reversing courseWhy publicly reverse a position they'd staked out?	19	11 never undone4 walked back	—	The guide →Pack $499
Business Model
Changing the business modelHow does the money actually get made?	54	49 never undone3 walked back	EconomyCorporate profits +26.6% on a year, Q2	The guide →Pack $499
Changing how you priceWhy has the pricing evolved the way it has?	54	38 never undone6 walked back	EconomyProducer prices +12.8% on a year, September	The guide →Pack $499
Selling at a loss on purposeWhy sell something cheap — or at a loss — on purpose?	13	10 never undone0 walked back	—	The guide →Pack $499
Letting one business pay for anotherWhich part of the business quietly funds the rest?	21	16 never undone2 walked back	—	The guide →Pack $499
Boundaries of the Firm
Make or buyWhy make it themselves instead of buying it?	34	22 never undone6 walked back	EconomyCore capital-goods orders +14.1% on a year, August	The guide →Pack $499
Owning lessWhy own almost nothing and still scale?	12	8 never undone1 walked back	—	The guide →Pack $499
Going directWhy bypass the channel everyone else relied on?	12	8 never undone2 walked back	—	The guide →Pack $499
Moat & Competition
Defending an advantageWhat actually protects them once the playbook is visible?	35	24 never undone2 walked back	—	The guide →Pack $499
FlywheelsWhat self-reinforcing loop compounds the advantage?	13	11 never undone1 walked back	—	The guide →Pack $499
Customer lock-inHow do they keep customers inside the walls?	15	12 never undone0 walked back	—	The guide →Pack $499
Standards warsHow did they win — or lose — the fight to set the standard?	13	12 never undone0 walked back	—	The guide →Pack $499
Growth & Portfolio
Entering a new marketHow did they crack a market that was supposed to be hard?	30	19 never undone5 walked back	EconomyBusiness investment +9.6% on a year, Q2	The guide →Pack $499
Moving into the business next doorWhy move from the core into the next thing over?	98	76 never undone7 walked back	CompanyDeals completed +26% this year	The guide →Pack $499
CannibalizationWhy kill their own cash cow before a rival could?	39	32 never undone5 walked back	—	The guide →Pack $499
People & Control
Keeping the company's rulesWhat's the codified culture rule — and does it actually work?	13	9 never undone0 walked back	—	The guide →Pack $499
Who controls the companyHow does ownership or control shape the strategy?	34	28 never undone3 walked back	—	The guide →Pack $499
Choosing the next CEOWhat happens after the defining leader is gone?	27	15 never undone2 walked back	CompanyLeadership changes −6% this year	The guide →Pack $499
Crisis & Reinvention
Why companies declineWhy did a dominant company come apart?	49	34 never undone13 walked back	CompanyDelisting notices −15% this year	The guide →Pack $499
Turning a company aroundHow did they come back from near-death?	42	37 never undone1 walked back	CompanyRestructuring charges +16% this year	The guide →Pack $499
Handling a crisisHow did they handle the defining crisis?	77	58 never undone7 walked back	CompanyCyber incidents −17% this year	The guide →Pack $499

Never undone means the company did not reverse its choice, not that it worked. Walked back means it did. Each guide shows the cases one by one.

How the cases are counted

This measures whether a decision STUCK, not whether it worked. A decision counts as held when the company never undid it — BlackBerry's refusal to take BBM off its own handsets held, and BlackBerry went to 0.5% of the smartphone market. Held over settled: 771 records whose verdict is in, from forks between 1891–2026, with 48 still too early to call and counted in neither. It is what happened to the companies on record, not the odds for your decision: the corpus covers decisions documented well enough to verify, which skews toward companies that lasted long enough to be written about.

The guides also show how each company’s shares did against the S&P 500 over the next three years, from market data as of October 20, 2026.

This year: large-company filings (company) to October 18, 2026, against the same stretch of last year, or the latest public economic reading against a year earlier (economy). These are well-documented decisions, not a random sample: context, not a forecast.

This week

Data to October 18, 2026

Strategically · AnalysisAll analyses →

Walgreens

Walgreens Went Private at $11.45 a Share, Dead of Three Wounds It Had the Data to Avoid

In March 2025 Walgreens agreed to go private at $11.45 a share — roughly 83% below its 2015 peak of approximately $66 a share. This wasn't a rescue. It was a liquidation, and the autopsy shows three self-inflicted wounds management had the data to avoid.

WalgreensWalgreens Spent $10 Billion Buying Its Way Into Healthcare. It Bought a Trap.
Airbus vs Boeing766 to 348: Boeing Handed Airbus the Lead in Three Self-Inflicted Blows
HermesHermès Answered LVMH's Secret 23% Stake With H51 — 50.2% Locked Shut for Two Decades

Stratonomics · Q4 2026Every edition →

Five Tech Giants Spent $413 Billion on Capex in 2025. They Now Invest Like Utilities.

Amazon, Alphabet, Meta, Microsoft and Oracle put 25 cents of every revenue dollar into buildings, servers and equipment in 2025, close to a utility's 26 cents and up from 10 cents in 2019. The other 1,310 large US companies held at 5 cents and returned more of their cash to shareholders.

$413BCapex by the five in 2025, against $71 billion in 2019
25 centsCapex per revenue dollar at the five. Utilities: 26 cents. Everyone else: 5 cents
60%The five's share of the growth in large-company capex since 2019
+$613BNet new stock issued by US nonfinancial companies, annual rate, Q2 2026

Ways in

Start where you are.

Everything is self-serve. No calls, no demos, no contracts below $100,000 a year.

ExploringReading up on a decision

Every analysis, every Decision Case and every Stratonomics story is free to read. The Analyst answers three questions a month.

Strategically
Strategic Decisions
Stratonomics
3 Analyst questions

Freeno cardCreate an account

DecidingOne decision in front of you

The Strategy Pack for your decision: the framework, the deck, a model that resolves to one number, and the cases. It includes 30 days of the Analyst. Or take the Analyst alone.

Strategy Pack, $499
Analyst Pass, 30 days, $99
Casebook, from $299
Decision Brief, $745

$499one-time, per decisionBrowse the Store →

Running strategyDecisions all year

All Access: every Casebook, three Strategy Packs a seat each year, about 2,000 Analyst questions a seat, and the data behind every case.

All Access, $1,999 a year
Each added seat, $499
Analyst Annual alone, $799

$1,999a year, first seatSee All Access

Building on the dataResearch and product teams

A data license or API for the Decision Cases and the company, economic and market series behind them.

$100k+a yearEnterprise

Analyst plans and All Access can be refunded in full within 7 days and before 25 questions. Compare the plans →

Craft

The Strategist’s Craft

The decision is one part of the job. The rest is the work around it: the plan on one page, the board deck, the offsite, the operating rhythm. Practitioner methods and templates, with tools that check your draft as you write it.

Every Craft page →

The strategy on a pageOne page the whole company can carry The planning cycleFrom strategy to the year's numbers OKRs and KPIsWhich numbers to hold steady, which to move The board deckTaking a decision to the board The offsiteAn agenda that ends in decisions Strategic thinkingThe habits behind better calls

Your decision. Better evidence.

Find the decision on the board, or describe it to the Analyst. Three questions a month are free.

Find your decision →Ask the Analyst