Lens family
38 analyses · Crisis & ReinventionThe Turnaround
Abercrombie's Comeback Was a Six-Year Grind; the Stock Has Already Given Back Half Its Peak
Abercrombie & Fitch
Tesco's £6.4bn Loss: The Fraud Was £284m — The Other £6bn Took Years to Build
Tesco
Dell's $67B EMC Deal Ran on ~$46B of New Debt — and VMware Got Monetized Twice to Pay It Down
Dell
Microsoft Was Winning the Last War in FY2014 — Nadella Made It Fight the Next One
Microsoft
Chipotle's Turnaround Started in 2018, When a New CEO Rebuilt It Around a Digital Kitchen
Chipotle
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
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
Apple Held Over $1 Billion in Cash at Its Lowest Point — What Ran Out Was Faith in the Mac
Apple
Target Is Selling Nostalgia and Calling It a Turnaround
Target
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
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
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)
AT&T Tried to Buy T-Mobile. It Accidentally Funded the Company That Ate Its Lunch.
T-Mobile
Siemens Has a Turnaround Legend. It Hides That There Were Two Near-Deaths, Not One.
Siemens
Domino's Net Income Was Up 76.6% the Quarter Before Its Famous Rescue Ad Aired
Domino's
Before Crocs Got Clever, It Survived a Going-Concern Warning and a $185 Million Loss
Crocs
Target Gutted Its Own Profit 87% to Clear a Stockroom It Had Overfilled
Target
AMD's Comeback Hinged on One Chip Roadmap Landing Before the 2019 Debt Wall
AMD
Burberry Forward Is the Fifth Reinvention in 25 Years — and Reinvention Is the Disease
Burberry
Page 1 of 2
When the decision is yours.
You are reading how other companies decided. A Strategy Pack is the kit for the decision in front of you: the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it.
Recently published: The Enterprise Discount · The Usage Switch · The Restatement. Each one $499, one-time.