Author Archives: Colby Howard

Paul Keel’s margin expertise may help NVST, but his mixed shareholder value record and VBP experience raise questions about long-term executive fit. Continue reading →

Jim Anderson’s margin gains and AI strategy at Coherent Corp. (COHR) may be balanced by limited fab experience, raising questions about his operational fit. Continue reading →

Scott Strazik’s operational strengths at GE Vernova (GEV) may be tested as he navigates Wind turnaround challenges and works to uphold investor confidence. Continue reading →

Thomas Taylor’s operational expertise and customer focus likely position him as a strong fit to guide Floor & Decor (FND) through ongoing market challenges. Continue reading →

Bryan Hanson’s commercial expertise may suit Solventum Corp. (SOLV), but concerns around strategy focus and judgment could impact disciplined execution. Continue reading →

Ernie Garcia’s proven execution on profitability and ADESA integration at Carvana (CVNA) suggests he may be well-suited to lead the company’s turnaround. Continue reading →

Jacob Thaysen’s cost discipline at Illumina (ILMN) may aid margins, but limited geopolitical and consumable experience could temper organic growth prospects. Continue reading →

Lawrence Culp’s financial discipline at GE Aerospace (GE) is likely to support guidance, but operational challenges may test his fit for complex execution needs. Continue reading →

Ryan Schneider’s financial discipline may aid HOUS, but his leadership style could impact agent retention and merger execution at Anywhere Real Estate, Inc. Continue reading →

Spencer Rascoff’s track record at Match Group (MTCH) shows strong platform expertise, but ongoing payer declines may challenge his ability to stabilize growth. Continue reading →