brand identity
The Cracker Barrel Conundrum: When Nostalgia Clashes with Modernity, Investors Pay the Price
Cracker Barrel’s attempt to modernize its brand backfired, leading to a sharp cut in its financial outlook and a tumbling stock price.
The Cracker Barrel Conundrum: When Nostalgia Clashes with the Bottom Line
Cracker Barrel’s failed modernization attempt and subsequent financial woes offer a powerful lesson in brand identity, economics, and investment strategy.
The Monochrome Portfolio: What Interior Design Teaches Us About High-Conviction Investing
Discover how the interior design concept of “colour drenching” offers a powerful metaphor for high-conviction investing and focused corporate strategy.
The Ice Cream Wars: Unilever, Ben & Jerry’s, and the Battle for a Brand’s Soul
A clash between Ben & Jerry’s founders and a Unilever exec over a demerger reveals a deep battle for the soul of activist brands in corporate finance.
The Poundland Paradox: Why the King of Bargains is Faltering in a Cost-of-Living Crisis
In a cost-of-living crisis, why is a budget giant like Poundland struggling? We explore the economic paradox and strategic missteps behind the headlines.