Case study

Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.

Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.

Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.

Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.

Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.