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Topgolf: Reinventing the Experience Beyond the Tee
Topgolf should restore utilization and margins by reinventing its venues into a multi-sport entertainment platform, layering baseball, arcade, and skill-based experiences onto its existing footprint to drive repeat visits beyond novelty-driven golf.
Rivian: Charging Ahead with Electric Vans
Rivian should pivot away from the saturated consumer EV market and focus on dominating the electric delivery van (EDV) sector, leveraging its Amazon contract and industry-leading EDV software while potentially offloading its consumer EV division to Volkswagen.