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Better evidence for big strategic calls.

Ask the strategy question you are working on. See which companies faced it, what they chose and what happened next, from company filings, 819 strategic decisions, more than 60 economic series and the market’s verdict. You make the call.

Or tryAI and job cuts Rivals Layoffs After an acquisition Restructuring A new CEO

Annual reportsSearching every job-cut line in the reports we read

Hand checkKeeping lines where the filing ties the cut to AI

CitationsLinking each line to its filing

See the full list →

How the filings tie job cuts to AI

AI cut6

Fund AI5

Automate3

14companies, each quotation read in full and linked to its filing

Annual reports of large companies filing with the SEC. The grouping is Stratrix's reading; the quotations are the evidence.

Behind every answer

Four kinds of evidence. One answer.

No single source settles a strategic question. What a company said, what it did, the economy around it and how the market took it, side by side in one answer.

2,942Companies, in their own wordsAnnual reports and event filings read for job cuts, deals, rivals, headcount and leadership changes.SEC filings and financial data 819Strategic decisionsHow real companies chose, what they gave up and how it turned out.Company statements, filings, court records, research, reporting 60+Economic seriesRates, credit, hiring, prices, trade and the dollar: the conditions every decision was made in.Federal Reserve, BEA, BLS, Census, EIA 1 yrThe market’s verdictHow shares did after a move, relative to the sector, over a day, a month and a year.Returns relative to the sector, from market data

Strategic Decisions · 24 decisions

Find your decision.

Each row is one decision companies keep facing: who faced it, how it turned out, and what is moving this year. Each has a guide that tells the stories behind it, and a Strategy Pack for running it yourself.

All 24 strategic decisions →The Store

The Decision Board: each decision with its cases, how they turned out, this year’s signal, its guide and its Strategy Pack
Decision	Cases	How they turned out	This year	Read and run it
Decision Forks
Choosing between two pathsWhen the path split, why this way and not the other?	44	34 never undone5 walked back	—	The guide →Pack $499
The road not takenWhy didn't they buy, build, or enter when they had the chance?	49	36 never undone5 walked back	—	The guide →Pack $499
Betting the companyWhy risk everything on a single move?	22	18 never undone1 walked back	Economy10-year Treasury 4.99%, up 0.87 pts on a year	The guide →Pack $499
Reversing courseWhy publicly reverse a position they'd staked out?	19	11 never undone4 walked back	—	The guide →Pack $499
Business Model
Changing the business modelHow does the money actually get made?	54	49 never undone3 walked back	EconomyCorporate profits +26.6% on a year, Q2	The guide →Pack $499
Changing how you priceWhy has the pricing evolved the way it has?	54	38 never undone6 walked back	EconomyProducer prices +12.8% on a year, September	The guide →Pack $499
Selling at a loss on purposeWhy sell something cheap — or at a loss — on purpose?	13	10 never undone0 walked back	—	The guide →Pack $499
Letting one business pay for anotherWhich part of the business quietly funds the rest?	21	16 never undone2 walked back	—	The guide →Pack $499
Boundaries of the Firm
Make or buyWhy make it themselves instead of buying it?	34	22 never undone6 walked back	EconomyCore capital-goods orders +14.1% on a year, August	The guide →Pack $499
Owning lessWhy own almost nothing and still scale?	12	8 never undone1 walked back	—	The guide →Pack $499
Going directWhy bypass the channel everyone else relied on?	12	8 never undone2 walked back	—	The guide →Pack $499
Moat & Competition
Defending an advantageWhat actually protects them once the playbook is visible?	35	24 never undone2 walked back	—	The guide →Pack $499
FlywheelsWhat self-reinforcing loop compounds the advantage?	13	11 never undone1 walked back	—	The guide →Pack $499
Customer lock-inHow do they keep customers inside the walls?	15	12 never undone0 walked back	—	The guide →Pack $499
Standards warsHow did they win — or lose — the fight to set the standard?	13	12 never undone0 walked back	—	The guide →Pack $499
Growth & Portfolio
Entering a new marketHow did they crack a market that was supposed to be hard?	30	19 never undone5 walked back	EconomyBusiness investment +9.6% on a year, Q2	The guide →Pack $499
Moving into the business next doorWhy move from the core into the next thing over?	98	76 never undone7 walked back	CompanyDeals completed +26% this year	The guide →Pack $499
CannibalizationWhy kill their own cash cow before a rival could?	39	32 never undone5 walked back	—	The guide →Pack $499
People & Control
Keeping the company's rulesWhat's the codified culture rule — and does it actually work?	13	9 never undone0 walked back	—	The guide →Pack $499
Who controls the companyHow does ownership or control shape the strategy?	34	28 never undone3 walked back	—	The guide →Pack $499
Choosing the next CEOWhat happens after the defining leader is gone?	27	15 never undone2 walked back	CompanyLeadership changes −6% this year	The guide →Pack $499
Crisis & Reinvention
Why companies declineWhy did a dominant company come apart?	49	34 never undone13 walked back	CompanyDelisting notices −15% this year	The guide →Pack $499
Turning a company aroundHow did they come back from near-death?	42	37 never undone1 walked back	CompanyRestructuring charges +16% this year	The guide →Pack $499
Handling a crisisHow did they handle the defining crisis?	77	58 never undone7 walked back	CompanyCyber incidents −17% this year	The guide →Pack $499

Never undone means the company did not reverse its choice, not that it worked. Walked back means it did. Each guide shows the cases one by one.

How the cases are counted

This measures whether a decision STUCK, not whether it worked. A decision counts as held when the company never undid it — BlackBerry's refusal to take BBM off its own handsets held, and BlackBerry went to 0.5% of the smartphone market. Held over settled: 771 records whose verdict is in, from forks between 1891–2026, with 48 still too early to call and counted in neither. It is what happened to the companies on record, not the odds for your decision: the corpus covers decisions documented well enough to verify, which skews toward companies that lasted long enough to be written about. The guides also show how each company’s shares did against the US market over the next three years, from market data as of October 20, 2026. This year compares large-company filings (company) to October 18, 2026 with the same stretch of last year, or the latest economic reading with a year earlier (economy). These are well-documented decisions, not a random sample: context, not a forecast.

Asked most

The strategy questions people search for, answered with evidence

The questions strategists bring to search engines most often, each answered with real cases and the filings behind them.

Layoff TrackerWhich companies are cutting jobs in 2026?113companies have put a cut on the record so far this year AI layoffsAre companies replacing jobs with AI?14companies tie job cuts to AI or automation in their filings Make or buyExamples of vertical integration34cases of companies choosing to make rather than buy Defending an advantageExamples of competitive advantage35cases of companies building and defending a moat Acquisition TrackerWhat did companies buy in 2025?971deals described by the buyers in their annual reports Selling at a loss on purposeLoss leader examples13cases, from the decision to how it turned out Turning a company aroundTurnaround strategy examples42cases of companies that tried, and how it went CompetitorsWho are Amazon’s competitors?83companies name Amazon as a rival in their own reports

This week

Data to October 18, 2026

Strategically · AnalysisAll analyses →

Walgreens

Walgreens Went Private at $11.45 a Share, Dead of Three Wounds It Had the Data to Avoid

In March 2025 Walgreens agreed to go private at $11.45 a share — roughly 83% below its 2015 peak of approximately $66 a share. This wasn't a rescue. It was a liquidation, and the autopsy shows three self-inflicted wounds management had the data to avoid.

WalgreensWalgreens Spent $10 Billion Buying Its Way Into Healthcare. It Bought a Trap.
Airbus vs Boeing766 to 348: Boeing Handed Airbus the Lead in Three Self-Inflicted Blows
HermesHermès Answered LVMH's Secret 23% Stake With H51 — 50.2% Locked Shut for Two Decades

Stratonomics · Q3 2026Every edition →

The Decision Ledger Reads 80: Big US Companies Are Moving at 80% of Their Pre-2020 Pace

Completed deals and restructurings per company, against the same quarter in 2016–2019. The Ledger fell to 80 in Q3 2026 from 98, its busiest reading since the second quarter of 2020. Deals did most of the falling in the slump of 2022 to 2024, and most of the coming back.

80The Decision Ledger, Q3 2026. Same quarter in 2016–2019 = 100
83Completed deals disclosed in Q3 2026. The third-quarter average before 2020: 110
55%Deals in 2023–2024, as a share of their pre-2020 pace
3.67%Federal funds rate, Q3 2026 average. 2023–2024: 5.08%. 2016–2019: 1.35%

How Stratrix helps

From the first question to the board deck.

Strategists and consultants come with a decision to make. Each part of Stratrix does one job on the way to it. Everything is self-serve, and the reading is free.

Understand the decision

Strategic DecisionsFree24 guides to the calls companies face, from make or buy to turnarounds, each built on real cases.
StrategicallyFreeAnalyses of how companies made their defining moves, and why.
Casebooksfrom $299The verified decisions behind one type of call, one case a page, with sources.

Find the evidence

Ask Stratrix3 free a monthAsk in plain English. Get the answer, the table and the filing behind every line, and download it to Excel.
Company data sheetsFree2,942 companies: what they cut, bought and named as rivals, from their own reports.
WatchlistsFreeName the companies you follow. Every Monday, the decisions they filed.

Make the case

Strategy Packs$499One kit per decision: the framework, a deck for the room, a model and the sourced cases, with 30 days of Ask Stratrix.
Decision Briefs$745A brief for the board, built from your own answers to a decision test.
Tools and worksheetsFreeCalculators, assessments and templates for the plan, OKRs, the offsite and the board deck.

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Craft

The Strategist’s Craft

The decision is one part of the job. The rest is the work around it: the plan on one page, the board deck, the offsite, the operating rhythm. Practitioner methods and templates, with tools that check your draft as you write it.

Every Craft page →

The strategy on a pageOne page the whole company can carry The planning cycleFrom strategy to the year's numbers OKRs and KPIsWhich numbers to hold steady, which to move The board deckTaking a decision to the board The offsiteAn agenda that ends in decisions Strategic thinkingThe habits behind better calls

Your decision. Better evidence.

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