Episode Details

If you accept the notion that companies age and move through the life cycle, managing and investing becomes most challenging for companies in decline. Faced with that prospect, companies often go into denial, resort to desperation or become walking dead companies. Some accept aging gracefully, a few revamp themselves and even fewer find reincarnation. In this session, I look at three high profile companies that have fallen from market grace - Intel, Walgreens and Starbucks - and examine where they fall in the life cycle, and what choices make the best sense for them
Slides: https://pages.stern.nyu.edu/~adamodar/pdfiles/blog/Decline2024.pdf
Blog post: https://aswathdamodaran.blogspot.com/2024/09/dealing-with-aging-daignosing-intel.html
Valuations:
1. Intel: https://pages.stern.nyu.edu/~adamodar/pc/blog/Intel2024.xlsx
2. Walgreens: https://pages.stern.nyu.edu/~adamodar/pc/blog/Walgreens2024.xlsx
3. Starbucks: https://pages.stern.nyu.edu/~adamodar/pc/blog/Starbucks2024.xlsx

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