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CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Apple
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verified
2001-05-19Whether to sell through resellers or open Apple's own retail stores
  • Keep selling through resellers Continue selling through Sears, CompUSA, and big-box electronics floors
  • Open Apple's own stores Go direct with company-owned retail stores in malls
Open Apple's own storesResellers misrepresented the products and Apple wanted to control the customer experience and margin5 years · 2017
sales per square foot: roughly $5,546 per square foot - the highest of any retailer in the United States
reversibility low
verdict held
Apple Newsroom (press release) (2001-05); BusinessWeek (archived at Bloomberg) (2001-05); eMarketer rankings (reported by AppleInsider/9to5Mac/CNBC) (2017-07)
Atlassian
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verified
2014Whether to hire commissioned salespeople or keep letting the product sell itself
  • Defer the sales hire Keep the self-serve model and fund the product instead of reps.
  • Make the sales hire Add commissioned Enterprise Advocates to close large deals.
Make the sales hireThe Data Center product raised the average selling price from roughly $4,000 to roughly $48,000, giving enough margin to fund a commissioned rep5 years · 2026-03
Workforce reorganization toward sales: announced layoffs of roughly 10% of its workforce explicitly to pivot toward AI and enterprise sales
reversibility medium
verdict held
WorkOS / Crossing the Enterprise Chasm Podcast (2023); Atlassian Corporation / LinkedIn (2023); Intercom Blog / Scale Podcast (2020-09); Wikipedia (2026)
Best Buy
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verified
1989Whether to keep commissioned selling or eliminate it and put all inventory on a self-serve discount floor
  • Keep commissioned selling Compete on persuasion and higher margins funding trained salespeople
  • Adopt Concept II self-serve Kill commissions, stack the floor, win on price and volume
Adopt Concept II self-serveStripping out selling cost let Best Buy compete on price and selection, driving volume that gave it bargaining power over suppliers5 years · 2011
Supplier concentration, top five suppliers: five largest suppliers represented 39% of total merchandise purchased
reversibility low
verdict held
Wikipedia (citing Best Buy 10-K and contemporaneous sources) (2024); Best Buy Co., Inc. / SEC EDGAR (2025); Best Buy Co., Inc. / SEC EDGAR (2011)
Best Buy
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verified
2013-03-03Whether to make price-matching Amazon a permanent policy
  • Make price-matching permanent Match Amazon's price across all stores, surrendering margin cushion
  • Let customers walk out Refuse to match and lose shoppers to cheaper rivals
Make price-matching permanentMatching kept the shopper at the register because letting customers walk out to buy elsewhere was worseLatest · 2013
Vendor-funded store-within-a-store space: Samsung opened Experience Shops in more than 1,400 Best Buy stores and Microsoft opened Windows stores at 500 U.S. sites
reversibility medium
verdict held
Best Buy Co., Inc. / Retail Dive (2013-02); Indigo9 Digital Inc. (2021-08); SEC EDGAR / Best Buy Co., Inc. (2015-03); Market Realist (2015-01)
Dell
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verified
1994-07Whether to stay on retail shelves or retreat to direct-only selling
  • Stay on retail shelves Keep selling through CompUSA, Wal-Mart, Best Buy and Staples for volume.
  • Exit retail, go direct-only Discontinue consumer retail sales and return to selling direct.
Exit retail, go direct-onlyRetail reintroduced inventory forecasting and writedowns that hurt profitability and liquidity5 years · 2008
channel distribution: Dell began selling through Wal-Mart in June 2007 and was in roughly 10,000 retail locations by 2008
reversibility high
verdict partial
Dell Computer Corporation (1995); Strategy+Business (1998); SEC EDGAR / Dell Computer Corporation (1995-02); Kellogg Insight / Northwestern University (2007)

What is in the set

ExcelSortable records, outcomes and sources
JSONDrop it into your AI workspace
PowerPointOne record per slide, action titles, source lines
WordEditable, with the source appendix
PDFThe reading copy
  • Fork date at the precision the record supports, never sharper.
  • The fork, the options, the choice in the form the company faced them.
  • Stated rationale as the company gave it or the record documents it, not our theory.
  • Capital committed where the record states it; blank where it does not.
  • Outcomes at one, three and five years or latest, each dated and cited.
  • Reversibility and verdict as analyst judgments, marked as such.
  • Every source, with dates and links, per record and in an appendix.

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