#corporate-strategy

#corporate-strategy

Intel’s stock has tripled in twelve months. Its chief executive still has not told most of his employees what the plan is. Lip-Bu Tan, who became CEO in March 2025, has spent the first fourteen months of his tenure building relationships outside the company rather than restructuring the one inside it. He has won over Donald Trump, struck a partnership with Elon Musk, attracted interest from Apple, and turned the United States government into Intel's third-largest shareholder.

In January 2025, Fortune Brands Innovations announced it was moving its company's portfolio from individual offices across the country to one central headquarters outside Chicago, which meant hundreds of employees would need to relocate, or else lose their jobs.

"Increased in-person collaboration across a core part of our merchandising team will help us reinforce our merchandising authority, unlocking greater creativity and enabling us to move faster to deliver on our strategy."

Scenario planning has become boardroom shorthand for preparation to deal with the unknowable, especially vital in wartime when events can disrupt supply chains and energy prices.

Our rental property ambition was based on a very different financial environment: one with more stable investment returns, lower borrowing costs and more affordable construction costs. The current climate, higher interest rates, inflationary pressures and a more cautious property market, means the model no longer meets our investment criteria.

Xu credited the "world-class business environment" that local officials have built and the region's "complete industrial ecosystem" as a reason that companies like his have thrived. For Shein, local support has helped the firm grow to support more than 600,000 jobs in the area, Xu said.

D'Amaro, 54, has been serving as chairman of Disney's theme parks and experiences division, the unit that generates the majority of the company's operating income through its parks, cruises, and consumer products. He will succeed longtime CEO Bob Iger, who returned to the role in 2022 after previously leading Disney from 2005 to 2020. The move caps a multiyear succession process closely watched by Wall Street, Hollywood, and fans of the company around the world.

The biotechnology company Thermo Fisher Scientific is closing its Franklin facility, impacting up to 80 workers, the company said. In a statement to Boston.com, Thermo Fisher said it is closing its chemical analysis facility by the end of 2026. Most of the work will move to other U.S. facilities, as the company adjusts operations to meet current customer demand. The company said impacted workers will receive job transition support, with many employees relocating to other Massachusetts-based facilities.

NO MAGICAL THINKING.

If Hurley's ambition was to work for a company with front-loaded upside potential, to use the language of the C-suite, then troubled Montrose clearly wasn't the better option

Eight strikes and Paramount's out. Wait-isn't it supposed to be three strikes? Paramount CEO David Ellison apparently did not get the memo. Ellison received official word last week that his company's takeover bid for Warner Bros. Discovery had been rejected for the eighth time. It is becoming difficult not to wonder whether Ellison really should have called it quits after the third offer back in October-his last unsolicited, bungled bid before Warner CEO David Zaslav launched a bidding process for the storied studio company.

Campbell joined the hedge fund in 2015 and held a strategy role throughout his entire career at Millennium, joining the firm when it managed $27 billion in assets and leaving when it had more than $83 billion. A person close to the manager described his role as working on various projects related to the organization's priorities at any given time.

The acquisition marks a dramatic strategic shift for Netflix, which has never made a deal of this scope. The streaming pioneer grew to become Hollywood's most valuable company, without the benefit of a library or studio, by licensing programs from others and then expanding into original content. With the purchase, Netflix becomes owner of the HBO network, along with its library of hit shows like The Sopranos and TheWhite Lotus.

The logic holds that when a company has a shareholder-unfriendly component of its portfolio - e.g. the business in question is cyclical, or it is low-growth or low margin - the company should diversify to make that business less-shareholder unfriendly. I take on the fallacy in this Playing to Win/Practitioner Insights (PTW/PI) piece entitled Diversification Can't Disappear a Strategy Problem: It Just Creates a Different Problem. And as always, you can find all the previous PTW/PI here.