Author Archives: Colby Howard

MTCH: CEO Rascoff’s Proven Playbook May Be Unable to Offset Persistent Payer Declines

Spencer Rascoff’s experience at Match Group (MTCH) may help scale platforms, but persistent payer declines raise questions about his fit and impact as CEO. Continue reading

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BBWI: CEO Heaf’s Ops Gaps and Execution History May Undermine the Needed Transformation

Daniel Heaf’s digital skills at Bath & Body Works (BBWI) may not fully align with the company’s broader transformation needs, given key execution gaps. Continue reading

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MANH: CEO Clark’s Execution Gaps and Personnel Issues Risk RPO and Product Rollouts

Eric Clark’s leadership at Manhattan Associates (MANH) shows strong client focus, but execution gaps may impact RPO conversion and product rollout stability. Continue reading

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ENTG: CEO Reeder’s Financial Acumen May Be Offset by Manufacturing Execution Risk

David Reeder’s financial expertise aligns with Entegris, Inc. (ENTG) needs, though operational execution may be a challenge for his leadership fit. Continue reading

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ZS: CEO Chaudhry’s Execution Defends Share, But His Conservatism Risks AI Upside

Jagtar Chaudhry’s disciplined leadership at Zscaler (ZS) may help defend market share, but his cautious approach could limit growth in new AI security markets. Continue reading

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FI: CEO Lyons’ M&A Acumen Faces an Immediate Test of Restoring Execution Credibility

Michael Lyons’s M&A expertise may align with Fiserv (FI) needs, but restoring execution credibility is likely key to his fit and future performance as CEO. Continue reading

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VSTS: CEO Barber’s Cost-Cutting May Not Offset Execution and Leadership Risks for Growth

James Barber’s cost-cutting skills at Vestis Corp. (VSTS) may not fully align with the company’s growth needs due to mixed execution and leadership history. Continue reading

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INCY: CEO Meury’s Commercial Acumen Positions Him to Defend Franchises and Execute Growth

Bill Meury’s commercial expertise and operational discipline at Incyte Corp. (INCY) likely position him well to defend key assets and drive future growth. Continue reading

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ST: CEO Von Schuckmann’s Weak Ops History May Threaten Needed Margin Discipline

Stephan von Schuckmann’s history of high-risk decisions and weak operational execution may challenge his fit with Sensata Technologies (ST) in driving margin discipline. Continue reading

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DAL: CEO Bastian’s Stewardship Is at Risk From an Autocratic Style Threatening Agility

Edward Bastian’s disciplined strategy at Delta Air Lines (DAL) is an asset, but his autocratic approach may limit future agility and execution at the top. Continue reading

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