Case studies
What unclear positioning actually costs
Public companies whose own leadership named the confusion out loud, on earnings calls, in SEC filings and in public blog posts. Each one carries the number that confusion cost, and every claim is sourced on the page it appears.
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August 17, 2026
Groupon’s CEO Had to Publicly Explain What the Company Was. It Lost 99.4% of Its Value Anyway.
In 2015, Groupon’s CEO wrote that the company was misunderstood by analysts, media, and customers alike. By 2023, Groupon had lost 99.4% of its IPO value.
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August 10, 2026
Stitch Fix Built a Second Store Inside the First One. It Cost Them 370,000 Customers.
Stitch Fix launched Freestyle as an easier way in. It ended up competing with the company’s own core service, and the CEO admitted it publicly.
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August 3, 2026
GoPro Priced Two Cameras the Same. It Cost the Company $40 Million.
GoPro priced the HERO4 Session identically to the HERO4 Silver in 2015. The CEO called it consumer confusion. The company’s own 10-K puts a $40 million number on what that cost.