There are times in the market when a company’s story doesn’t change because of a new product or a turnaround in the economy. But they are because of the people at the top. Leadership, after all, shapes strategy, capital allocation, and culture, and when that shifts, it can quietly reset the company’s entire trajectory.

Over the last few years, a handful of once-overlooked businesses have seen precisely this kind of transformation. These companies struggled with slow or stalled growth, low margins, and profitability, eroding investor confidence. However, when new management came in, often with a more precise focus, lean operations, and a long-term outlook, the story changed.

What followed wasn’t just a recovery in numbers but a revival in narrative. Balance sheets strengthened, businesses

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