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57 analyses · Crisis & ReinventionThe Turnaround
Gelsinger's Turnaround Asked a Shrinking Intel to Fund a Foundry as Revenue Fell to $53.1B
Intel
Nokia Bought Its Networks Lifeboat Eight Months Before the Microsoft Phone Sale Closed
Nokia
Time and a Slow-Burning Paywall Saved the New York Times After a $250 Million Loan at 14%
New York Times
Chipotle's Turnaround Started in 2018, When a New CEO Rebuilt It Around a Digital Kitchen
Chipotle
Adidas's Turnaround Story Rests on a €58M Tax Artifact and a Brand That Held Strong
Adidas
Nintendo Returned to Operating Profit Two Years Before the Switch — the Crisis Was Identity
Nintendo
Sony Relapsed Into ¥128B Losses After 'One Sony' — the Durable Fix Came in FY2016
Sony
IBM's Famous Comeback Came From One Decision: Refusing to Break the Company Apart.
IBM
Disney Paid Roughly $300 Million in Greenmail Three Months Before Eisner Walked In
Disney
Microsoft Was Winning the Last War in FY2014 — Nadella Made It Fight the Next One
Microsoft
'One Sony' Was Triage: Amputate the Bleeders and Let Two Hardware Bets Compound
Sony
Nintendo's 155-Million-Unit Comeback Was an Act of Subtraction
Nintendo
Dell's $67B EMC Deal Ran on ~$40B of Debt — and VMware Got Monetized Twice to Pay It Down
Dell
Apple Held Over $1 Billion in Cash at Its Lowest Point — What Ran Out Was Faith in the Mac
Apple
Tesco's Turnaround Was Real. The Justice Was a Myth.
Tesco
Target Is Selling Nostalgia and Calling It a Turnaround
Target
AstraZeneca Turned Down $117 Billion to Bet on Drugs It Hadn't Invented Yet
AstraZeneca
Iger Returned to Disney to Fix a Fire He Helped Set
Disney
Disney Was Turned Around Twice — and the Second Time Was Cleaning Up After the First
Disney
Marvel Filed for Bankruptcy in 1996 With Comics Still Selling — $894 Million in Bonds Defaulted
Marvel
AIG Paid Taxpayers Back $22.7 Billion. The Number Is True. It's Also Incomplete.
AIG
Blackstone Wrote Its Hilton Bet Down Roughly 70%, Then Walked Out With About $14 Billion
Hilton
Domino's Stock Outran Google. The Recipe Got the Credit. The Software Did the Work.
Domino's
Chipotle's Recovery Stalled for Nearly Three Years — Then Throughput Fixed the Line
Chipotle
The Starbucks Turnaround Math Only Works If You Measure From the Bottom
Starbucks
A CHF 6 Billion Rescue and a $2.3 Billion Rogue Trade Pushed UBS Into Wealth Management
UBS
Levi's Famous 2000s Comeback Was Mostly a Smaller Company Wearing the Old Name
Levi's
Adidas Swung From a €58M Loss to €824M — Yeezy Liquidation Supplied Roughly €200M of It
Adidas
Burberry's Famous Comeback Never Happened the Way You Were Told
Burberry
Two Levers Saved Gucci in the 1990s — With Only One Firing, Revenue Is Down 14%
Kering (Gucci)
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