Author Archives: Colby Howard

John May’s data-driven margin focus at Deere & Co. (DE) may support profits, but his insular style likely challenges inventory clearance and order growth. Continue reading →

Kirk Tanner’s operational expertise at Hershey Co. (HSY) may be strong, but his fit is likely challenged by gaps in external relations and strategic vision. Continue reading →

Lip-Bu Tan’s customer focus may help Intel Corp. (INTC) stabilize share, but his hands-off style and tech gap present execution risks for IDM 2.0 strategy. Continue reading →

Jeremy Wacksman’s strong operational skills make him a likely fit to lead Zillow Group, Inc. (Z) in executing its super app strategy, despite limited visionary experience. Continue reading →

Thomas Polen’s leadership at Becton, Dickinson & Co. (BDX) may be misaligned with the company’s needs, as operational and cultural challenges persist. Continue reading →

Mike Lisman’s financial discipline aligns with TDG’s goals, but his limited ops and M&A integration experience may require strong team support at TransDigm. Continue reading →

Stephen Hemsley’s operational strengths at UnitedHealth Group (UNH) may not fully align with the company’s evolving leadership and external challenges. Continue reading →

Ashley McEvoy’s strategic vision at Insulet Corp. (PODD) aligns with growth, but operational execution may challenge her fit for meeting key manufacturing targets. Continue reading →

Matt Tobolski’s hands-off approach at AAON (AAON) may be misaligned with the company’s current need for operational remediation and credibility recovery. Continue reading →

David Price’s digital strategy at PriceSmart (PSMT) aligns with growth goals, but limited operational experience may challenge his ability to manage margin pressures. Continue reading →