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1. What is your assessment of the long-term attractiveness of the industries represented in Sara Lee Corp.'s business portfolio? What is your assessment of the competitive strength of Sara Lee Corp.'s different business units? What does a 9-cell industry attractiveness/business strength matrix displaying Sara Lee's business units look like?
2. Does Sara Lee's portfolio exhibit good strategic fit? What value-chain match-ups do you see? What opportunities for skills transfer, cost sharing, or brand sharing do you see?
3. What is your overall evaluation of Sara Lee's retrenchment plan (which included the divestiture of Hanesbrands)? Does the resulting business lineup have a good chance of providing the company's shareholders with above-average market returns?
4. What strategic actions should Sara Lee take to improve the corporation's financial and market performance? What further portfolio changes might they consider? What corporate-wide strategies should be considered to improve the performance of Sara Lee's business units and overall performance?
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