
Krispy Kreme: Why Consumer Turnarounds are Won in the Market, Not Just on the Balance Sheet
Brand’s aren’t only revived in the spreadsheets - they’re revived in consumers’ hearts and habits

Rethinking Value Creation: Financial Engineering Isn’t Enough
True value creation isn’t just about cleaning up balance sheets - it’s about combining investor discipline with operator execution to reignite growth where the market has stopped believing.