Lens family
103 analyses · Crisis & Reinvention
HSBC Laundered Cartel Money for Years. The Real Scandal Was the Settlement.
HSBC
Repo 105 Didn't Kill Lehman. It Just Hid the Body for a Few More Weeks.
Lehman Brothers
Morgan Stanley Wasn't Saved by Japan. It Was Saved Eight Days Earlier.
Morgan Stanley
Shell Sold the Oil Fields. It Couldn't Sell the Lawsuits.
Shell
Schwab Looked Like the Next SVB. The Numbers Were Telling a Completely Different Story.
Charles Schwab
Coke Didn't Just Reformulate Its Way Out of the Sugar Tax. It Bought Time.
Coca-Cola
Unilever Didn't Beat Kraft Heinz With Purpose. It Beat It With a Clock and a Thin Premium.
Unilever
McDonald's Didn't Turn Around by Building More Stores. It Stopped.
McDonald's
McDonald's 2003 Turnaround Was Real. The Hero Story Around It Wasn't.
McDonald's
23andMe Wasn't Hacked. Its Own Feature Did the Damage — and Its Crisis Response Did the Rest.
23andMe
The Change Healthcare Hack Wasn't a Security Failure. It Was an Antitrust Warning Coming True.
UnitedHealth
UPS Didn't Agree to a $30 Billion Contract. It Just Couldn't Say So Loud Enough.
UPS
Burberry Didn't Get Caught Burning Stock. It Confessed — in Its Annual Report.
Burberry
Ticketmaster Blamed the Bots. The Real Problem Was the Building It Was Standing In.
Live Nation
Disney Tried to Stay Out of the Fight. That Choice Cost It a Fight.
Disney
Netflix Lost 200,000 Subscribers and $54 Billion. The Number That Mattered Was Zero.
Netflix
Target's Alarm System Worked Perfectly in 2013. Someone Had Set It to Silent.
Target
Dollar General's Blocked Exits Weren't an Accident. They Were the Business Model Working as Designed.
Dollar General
Etsy's Sellers Went on Strike. The Fee Hike Took Effect Anyway.
Etsy
Tesco's £326m Hole Wasn't a Rogue Trader. It Was Designed In.
Tesco
Intel's CHIPS Act 'Rescue' Is a Loan With Handcuffs. The Government Just Became Its Co-Pilot.
Intel
Qualcomm Was Found Guilty of Monopoly. Then a Higher Court Erased Every Word of It.
Qualcomm
Tencent Didn't Navigate the Crackdown. It Surrendered, Then Got Lucky Abroad.
Tencent
Cambridge Analytica Didn't Hack the Election. Facebook's Real Failure Was Quieter — and Cost $5.1B.
Meta
Adobe Didn't Steal Your Art. It Just Reminded You It Could.
Adobe
Kraft Heinz Didn't Lose to Changing Tastes. It Ate Its Own Brands to Pay for Itself.
Kraft-Heinz
The Chip Shortage Wasn't a COVID Accident. It Was a Bullwhip Already Cocked.
The Chip Shortage
The Gig Economy's 'Reckoning' Keeps Getting Reckoned With — and Keeps Winning.
The Gig-Economy Reckoning
Boeing Fired Its CEO With No Severance. He Left With $62 Million.
Boeing
GE Didn't Fall Off a Cliff. It Walked Down One It Built, Step by Step.
GE