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La chute de Kodak : une affaire classée ?

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  • Albéric Tellier

    (DRM - Dauphine Recherches en Management - Université Paris Dauphine-PSL - PSL - Université Paris Sciences et Lettres - CNRS - Centre National de la Recherche Scientifique)

Abstract

Kodak's bankruptcy is generally considered to be an exemplary case of disruption. Our objective is to revisit this thesis, which is now widely shared by researchers and the general public.A systematic analysis of data published on the company between September 2003 and January 2008 demonstrates that the disruption theory does not fully explain Kodak's decline. In particular, our analysis highlights the role played by shareholders in the rejection of the initial plan for digital development.These results show the impact of shareholder activism on disruptive innovation strategies. They also allow us to discuss the risks of circularity bias in the use of case studies to illustrate theoretical approaches.

Suggested Citation

  • Albéric Tellier, 2023. "La chute de Kodak : une affaire classée ?," Post-Print hal-04390072, HAL.
    • Handle: RePEc:hal:journl:hal-04390072
    DOI: 10.3917/geco1.151.0042
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