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Sep 2, 2026
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4 min read
DICK'S walked away from a Foot Locker deal. When the price dropped, they took the risk.
Aug 27, 2026
Better’s product remained steady for 5 years. They still lost 96% of their value.
Aug 18, 2026
3 min read
On Running gave its most confident narrative to shareholders in years. It cost them the worst trading day ever.
Aug 11, 2026
The refresh cost Cracker Barrel a year of momentum, a CEO, and decades of trust.
Aug 5, 2026
Internal practices at Hims & Hers continue to spark legal tensions. They chose defense.
Jul 28, 2026
Intel had its best quarter in fifteen years. It still laid off the team that earned it.
Jul 21, 2026
ASX had a known internal timeline. Leaders chose to tell stakeholders a different narrative.
Jul 14, 2026
Lululemon invented athleisure. Then they forgot how to win at their own game.
Jul 7, 2026
Fiserv's Clover looked like a winner until you asked where the new customers were.
Jun 30, 2026
What Xbox finally admitted out loud about twenty years of buying its way to scale.
