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Sunbeam-Oster Company

SUN position long Paul B. Kazarian

Thesis

As majority stockholder, Japonica led a US$1.5 billion turnaround of Sunbeam-Oster, resulting in a 5.9 times investment multiple and 104% IRR in 3 years, saving 10,000 jobs.

Did it work?

worked confidence: low

The thesis is retrospective, asserting that Japonica's US$1.5 billion turnaround of Sunbeam-Oster was completed with a 5.9x multiple and 104% IRR over three years. These events are consistent with the documented historical record of Japonica's early-1990s Sunbeam-Oster investment, which was realized at a substantial profit via public offerings and stake sales, so the thesis's stated outcome did occur. With no price data available, confidence remains low per the evaluation rules.