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New Fortress Energy: From Distress to Dominance – The Turnaround Thesis in LNG Infrastructure

New Fortress Energy Inc. (NASDAQ: NFE), a pioneer in integrated gas-to-power infrastructure, has endured a brutal year. Shares have plummeted over 90% year-to-date, closing at $1.22 on November 30 amid a cascade of impairments, asset sales, and covenant waivers that underscored the company’s precarious financial position. Yet, on December 1, 2025, the stock surged more … Read more

Estée Lauder CFO on driving a turnaround led by consumer-first innovation

Good morning. The Estée Lauder Companies (ELC), whose brands include MAC, Clinique, Aveda, and Le Labo, is gaining momentum in its multi-year turnaround. The company beat both revenue and earnings expectations in its latest quarter. “2025 was a year of stabilization, building credibility, and promises kept,” EVP and CFO Akhil Shrivastava told me. Courtesy of … Read more

After a dismal Q3, Beyond Meat’s (BYND) turnaround may not be close at all

Shares of Beyond Meat, Inc. (NASDAQ: BYND) fell 6% on Wednesday. The stock has dropped 69% year-to-date. The plant-based meat company delivered another quarter of disappointing results and its outlook for the upcoming three-month period is not encouraging either. Although BYND is persisting in its efforts for a turnaround, the possibility of this seems low … Read more

Humana CEO is betting on culture change and AI to fuel a turnaround

Good morning. It’s been a tough year for Humana, the health-insurance giant that primarily serves seniors enrolled in Medicare Advantage plans. On Nov. 5, Humana reported a drop in net income to $1.62 a share, from $3.98 a share the year prior, and lowered its full-year earnings guidance. But CEO Jim Rechtin came to the … Read more

Intel CFO says CEO Lip-Bu Tan is big on balance sheet discipline as U.S. and Nvidia funding accelerate turnaround

Good morning. Intel, once the world’s leading chipmaker, has struggled in recent years to keep pace with the rise of artificial intelligence computing. Under new CEO Lip‑Bu Tan, and bolstered by government and private investment, the tech company is pursuing an ambitious turnaround. “We took meaningful steps this quarter to strengthen our balance sheet, including accelerated funding … Read more

The CEO behind Abercrombie & Fitch’s turnaround says the retailer isn’t chasing ‘cool’; wants to be a ‘lifestyle’ brand instead

As counterintuitive as it might seem, being trendy can be a curse for a clothing brand. Abercrombie & Fitch for years was a trendy tastemaker that told customers what was cool, not the other way around, and it worked. Until it didn’t. A decade ago, the ‘it’ brand of the 2000s and early 2010s crashed. … Read more

Stellantis said to plan $10 billion in U.S. turnaround investments

Stellantis NV is planning to invest about $10 billion in the US as the troubled maker of Jeep sport utility vehicles and Ram pickups refocuses on the market that’s pivotal to its profits, according to people familiar with the situation. The carmaker may announce in the coming weeks about $5 billion in fresh money on … Read more

H&M shares jump 10% on third-quarter sales beat as turnaround takes pace

Shares of H&M jumped on Thursday after the high street retailer posted better-than-expected results in the fiscal third quarter, and its turnaround strategy showed signs of gaining pace. Shares were up 10% by 8:48 a.m. London time (3:20 a.m. ET). Operating profit at the fashion retailer rose 40% year-on-year to 4.9 billion Swedish krona ($522 million), … Read more

Starbucks CEO Brian Niccol’s turnaround plan—and whether analysts think he’s earning his $100 million pay package

The world’s biggest coffee chain just completed its first trip around the sun under CEO Brian Niccol, the former Chipotle chief executive who got a ~$100 million pay package to join Starbucks one year ago this week. Since pivoting from black and pinto beans to roasted and ground ones, Niccol has been trying to reverse Starbucks’s falling … Read more

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