At Starbucks, Narasimhan will benefit from former CEO Howard Schultz’s store remodeling plans and China’s reopening but fail to deliver operating margin expansion.
Capable of delivering short-term results and speaking eloquently to large groups, Narasimhan will prove a disappointment to Schultz and Starbucks as he is neither humble nor an operator.
We expect Schultz will replace Narasimhan before FY2025 after his lack of operational skills and an insincere, manipulative leadership style breeds cultural consternation.
Our investigative journalists interview the top former colleagues of the CEOs you care about.
Our former buysider analysts summarize the key strengths & weaknesses, past successes & failures, and ability to drive value going forward.
You get access to the actual anonymized transcripts and insights.