Retail turnaround and capital efficiency

Revenue can grow
while value disappears.

We expose where cash, inventory and capital are trapped—and turn the portfolio into decisions management can execute.

Discuss a turnaround
VALUE / CASH FLOW & ROCE

See the portfolio
store by store.

A consolidated P&L can hide the truth. Growth, gross margin and EBITDA may coexist with weak store contribution, trapped inventory, negative ROCE and deteriorating cash flow.

TIM&R combines operator judgment with capital discipline to separate productive assets from value leakage and create an executable recovery program.

01 Store and brand contribution economics
02 Inventory, buying and working-capital release
03 Lease, supplier and franchise negotiations
04 Closure, resize, turnaround or scale decisions
PORTFOLIO DISCIPLINE

From 250+ stores
to one capital view.

Aggregate experience across a broader retail portfolio, translated into decision-ready categories.

CASH

Protect liquidity

Prioritize the actions that release cash without destroying the operating base.

CAPITAL

Measure real returns

Connect stores, inventory and CAPEX to ROIC, ROCE and enterprise value.

EXECUTION

Own the program

Assign milestones, negotiation routes and decision rights until results move.

Profit is an opinion. Cash is a fact.

Find the capital that is working—and confront what is not.

Start the portfolio review →