『The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery』のカバーアート

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

著者： Fexingo
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Each weekday, Lucas and Luna walk through the aftermath of financial distress. Not theoretical turnaround theory — they dissect actual SEC filings, creditor committee reports, and court dockets from active Chapter 11 cases. Lucas maps the capital structure, the DIP financing terms, and the lender-on-lender violence; Luna focuses on the operational levers — store closures, headcount reductions, asset sales — and whether the restructuring plan gives the business a real second act. Recent conversations have covered Rite Aid's pharmacy network rationalization, the bankruptcy of a regional hospital chain, and the restructuring of a solar manufacturer hit by tariff shifts. They don't flinch from hard numbers: recovery rates by lien position, administrative expense claims, and the delta between plan value and liquidation value. The listener is a credit analyst, a distressed-debt investor, a turnaround consultant, or a CFO who wants to hear how other companies navigated the edge. Every episode is grounded in fresh data — current bond prices, same-store sales from the company's latest 8-K, industry-wide default rates. No cheerleading for 'fresh starts' — just a clear-eyed walk through the numbers and the decisions that determine who gets paid and who doesn't. What does a viable restructuring actually look like when the cash-flow model shows a liquidity gap in 18 months? #DistressedDebt #Chapter11 #Bankruptcy #Restructuring #Turnaround #CreditMarkets #HighYield #LeveragedFinance #DIPFinancing #CreditorRights #Business #FexingoBusiness #BusinessPodcast #Finance #CorporateFinance #RestructuringAdvisory #SpecialSituations #DistressedInvesting Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • The 94-Year-Old Denim Maker That Survived the Fast Fashion Collapse

    The 94-Year-Old Denim Maker That Survived the Fast Fashion Collapse
    2026/06/07
    This episode of The Turnaround Podcast examines how Cone Denim, a 94-year-old textile manufacturer from Greensboro, North Carolina, survived the brutal collapse of fast fashion and the shuttering of its largest customer. When Levi's and other jeans brands slashed orders in 2023, Cone lost roughly 40% of its revenue almost overnight. Lucas and Luna walk through the specific moves CEO Kim van der Weerd made: converting a mothballed mill into a premium selvedge denim line for independent brands, negotiating a sale-leaseback on its flagship plant to avoid bankruptcy, and tapping into the heritage denim revival that pushed its White Oak plant to capacity again by late 2025. They connect the story to today's market context, noting the S&P 500's 2.8% weekly drop and the broader shift away from disposable fashion. Listeners learn one concrete lesson: how a century-old company bet on scarcity and craftsmanship to outlast a demand collapse. #ConeDenim #KimVanDerWeerd #SelvedgeDenim #FastFashionCollapse #TextileIndustry #Restructuring #Turnaround #HeritageBrand #MadeInUSA #WhiteOakPlant #Levis #SupplyChain #Manufacturing #Business #FexingoBusiness #BusinessPodcast #TheTurnaroundPodcast #DistressedBusinesses Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How a 50-Year-Old Guitar Maker Survived the Digital Era

    How a 50-Year-Old Guitar Maker Survived the Digital Era
    2026/06/07
    In this episode of The Turnaround Podcast, Lucas and Luna dissect the unlikely recovery of Fender Musical Instruments, a company that nearly collapsed in the early 2010s as digital music production and cheap knockoffs eroded its market. They walk through the specific moves that saved it: a direct-to-consumer pivot, a subscription app that actually works, and a ruthless focus on entry-level players. Along the way, they tie the story to broader lessons about brand relevance and the current market mood, referencing the recent S&P 500 dip and the resilience of consumer discretionary stocks. A detailed, numbers-driven conversation about how an iconic brand kept its soul without going bankrupt. #Fender #GuitarMaker #Turnaround #Restructuring #MusicIndustry #DirectToConsumer #Subscription #BrandRevival #Business #FexingoBusiness #BusinessPodcast #TheTurnaroundPodcast #ConsumerDiscretionary #DigitalDisruption #Manufacturing #Sony #FenderPlay #Retail Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How a 90-Year-Old Office Furniture Maker Survived the Remote Work Revolution

    How a 90-Year-Old Office Furniture Maker Survived the Remote Work Revolution
    2026/06/06
    Lucas and Luna explore the turnaround of a 90-year-old office furniture manufacturer that faced collapse as remote work emptied corporate offices. They dissect how the company pivoted from selling cubicles to designing hybrid-ready furniture, slashed costs by 30 percent, and bet on a $200 million line of ergonomic home-office products. Along the way, they tie in the broader market sell-off—the S&P 500 down 2.8 percent in a week—to show how even distressed firms can find opportunity in dislocation. A story about physical space in a digital age, told through balance sheets and showroom floors. #OfficeFurniture #Turnaround #RemoteWork #Restructuring #Manufacturing #Ergonomics #Steelcase #HermanMiller #HybridWork #CostCutting #BusinessPodcast #FexingoBusiness #DistressedBusiness #Recovery #SupplyChain #CommercialRealEstate #CorporateStrategy #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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