$299Precedent Set · one-time · Excel, JSON, PowerPoint, Word, PDF

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CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Abercrombie & Fitch
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verified
2022-06Rebuild through buying discipline and set a formal turnaround plan rather than chase brand heat
  • Institutional buying-discipline rebuild Fix inventory and margin discipline first, brand heat last
  • Chase brand reignition Prioritize marketing and viral brand-heat revival
Institutional buying-discipline rebuildThe problem was a company that had stopped reading its own customers, so it rebuilt inventory and buying discipline before touching marketing5 years · 2026-06-23
stock price from peak: Closed at all-time high of $192.34 on June 12, 2024, and by mid-2026 sat around $84 - a decline of roughly 56% from peak
reversibility low
verdict held
Abercrombie & Fitch Co. / SEC EDGAR (8-K) (2022-06); Abercrombie & Fitch Co. / SEC EDGAR (8-K investor presentation) (2023); Abercrombie & Fitch Co. / IR website (8-K earnings release) (2024-03); Abercrombie & Fitch Co. / SEC EDGAR (8-K earnings release) (2013); Abercrombie & Fitch Co. / GlobeNewswire (8-K earnings release) (2024-03); Abercrombie & Fitch Co. / SEC EDGAR (8-K earnings release) (2025-03); MacroTrends (2026-06)
Adidas
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verified
2022-10Whether to write off the stranded Yeezy inventory or sell it down
  • Write off Yeezy inventory Take the loss and dispose of stranded stock
  • Sell down Yeezy inventory Liquidate remaining stock through managed drops
Sell down Yeezy inventorySelling the stranded stock turned a near-write-off into a profit stream3 years · 2025
Yeezy revenue and profit will not recur: ~€650M of Yeezy revenue and ~€200M of profit will not recur in 2025
reversibility low
verdict held
adidas AG (2024-01); adidas AG (2025-03); adidas AG (2025-03); adidas AG (2025-03)
Adidas
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verified
2023Whether to write off the dead Yeezy inventory or sell it and donate proceeds
  • Write off Yeezy inventory Walk away from the Yeezy stock entirely, taking write-offs
  • Sell stock, donate proceeds Sell remaining Yeezy inventory and donate a portion to charity
Sell stock, donate proceedsSelling the stock turned a feared liability into a salvage operation generating profitLatest · 2023
Net loss: net loss of €58 million from continuing operations
reversibility low
verdict held
Hypebeast (2023-08); adidas Group (2023-03); adidas Group (2024-03); adidas Group (2024-03); adidas Group (2025-03)
AMD
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verified
2018Whether to ship a leading chip roadmap before the 2019 debt wall
  • Commit 7nm to TSMC Rent the best external process for Zen 2 production
  • Keep own manufacturing path Stay on prior process rather than the TSMC pivot
Commit 7nm to TSMCPutting Zen 2 on a better manufacturing process than Intel could match turned parity into a lead1 year · 2019
chip performance: Zen 2 shipped in Ryzen 3000 on TSMC's 7nm node, delivering a 15% IPC gain and clocks up to 4.7 GHz
reversibility low
verdict held
HotHardware (2018-08); Advanced Micro Devices, Inc. (2024)
Apple
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verified
1997-08How to resolve Apple's 1997 crisis: fund liquidity or restore platform confidence via a Microsoft deal
  • Rely on own cash reserves Treat crisis as liquidity and lean on the billion-plus in the bank
  • Strike Microsoft partnership deal Secure Office commitment and patent cross-license to restore confidence
Strike Microsoft partnership dealThe Office commitment signaled the Mac had a future, reviving developer and enterprise confidence that Apple's own cash could not buy backLatest · 1998
net profit: posted a $309 million profit the very next fiscal year after the roughly $1.04 billion loss of fiscal 1997
reversibility low
verdict held
U.S. Securities and Exchange Commission / Apple Computer, Inc. (1997); Engadget (2014-05); SlashGear (2022-04)

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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