Coca-Cola taps AlixPartners for Costa turnaround

Costa Coffee, owned by Coca-Cola, just hit a wall: a failed £2 billion sale attempt, widening losses, and thousands of jobs on the line. Now, heavy-hitter restructuring advisors AlixPartners and Alvarez & Marsal are in the driver’s seat, tasked with reshaping everything from the store footprint to supplier lists. Expect brutal decisions—underperforming stores and suppliers may be cut, and the pressure is on to prove tangible profit gains within months. The future of Costa could hinge on whether Coke opts to franchise and exit, setting a template for consumer turnarounds.

But here’s the catch: it’s not just coffee shops feeling the heat. Europe’s fiber broadband networks are buckling under debt and slow customer growth. Some operators are being taken over by distressed investors, while others scramble for emergency funding. With two-thirds of fiber companies needing to refinance soon, expect a surge in aggressive restructurings, more distressed asset sales, and even some state intervention. The winners will be those who can convert marketing into paying customers quickly—losers are mid-sized players and original lenders stuck with ugly losses.

Featuring insights from AlixPartners’ Stuart Cockburn and Andrew Bergbaum, as well as reporting on China’s explosive auto export surge, this episode unpacks why big names in coffee, connectivity, and cars are all racing to adapt—or else.

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