Author Archives: Colby Howard

Ron Lewis of Ball Corp. (BALL) is likely neutrally positioned as CEO, with strengths in growth but questions around margin control and capital allocation discipline. Continue reading →

John Furner’s track record at Walmart (WMT) shows strong digital execution, but communication gaps may impact his fit for steering future high-stakes events. Continue reading →

Dan Fisher’s strategic dealmaking at Ball Corp. (BALL) stands out, but ongoing margin and turnaround challenges may test his fit for near-term company goals. Continue reading →

Michael Hurlston’s cost focus at Lumentum Holdings (LITE) may not fully align with urgent growth and AI talent needs, raising questions about strategic fit. Continue reading →

Marc Benioff’s strengths in sales at Salesforce (CRM) may be offset by his focus on M&A and trends, raising questions about his fit for sustained core growth. Continue reading →

Doug Palladini’s marketing strengths at Carter’s, Inc. (CRI) may not fully align with the company’s need for financial discipline and operational turnaround. Continue reading →

Bryan Leach’s leadership at Ibotta (IBTA) may be misaligned with current needs, as credibility concerns and micromanagement could impact operational stability. Continue reading →

Jeff Green’s leadership at The Trade Desk (TTD) shows strong CTV execution, but communication gaps and feedback resistance may impact future growth and strategy. Continue reading →

Varun Krishna’s product-focused vision at Rocket Cos. (RKT) is promising, but his execution discipline and leverage experience may shape company outcomes. Continue reading →

Kristin Peck’s strategic vision and proven leadership at Zoetis (ZTS) may help navigate execution risk and unlock new growth drivers, according to analysis. Continue reading →