Analysis10k / Blog

#Leadership Change

3 articles tagged "Leadership Change".

SBUX
The Story

Starbucks's Three CEOs in Three Years: Two Turnarounds, Two Opposite Endings

One CEO confidently branded his plan 'Reinvention' and was gone within eight months. His successor started with the bluntest numbers possible — and is now beating and raising guidance.

2026-09-12
CVS
The Story

CVS Health's Rupture and Rebuild

In three quarters, CVS went from confidently reaffirming guidance to withdrawing it entirely and replacing its CEO — while its own filings quietly rewrote the language around exactly what went wrong.

2026-09-12
OXY
The Story

Occidental's Story: From Expansion to Discipline

Occidental began three years ago with two growth stories — a mega-acquisition and a carbon-capture technology bet. Both ran into trouble, the chemicals business was sold, and the 10-year CEO stepped down along the way.

2026-09-12