Author Archives: Colby Howard

SUI: CEO Young’s Ops and M&A Skills Could Drive Capital Deployment and Stabilization

Charles Young’s operational discipline and M&A skills may fit Sun Communities (SUI), supporting capital deployment and margin stability during a key transition. Continue reading

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AQN: CEO West’s Ops Skills May Not Be Enough for the Asset Sales & Deleveraging Pivot

Rod West’s operational strengths at Algonquin Power & Utilities (AQN) may support cost-outs, but limited financial expertise could impact asset sale execution. Continue reading

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LEVI: CEO Gass’s Financial and Ops Missteps Threaten Margin and Cost Control

Michelle Gass’s marketing strengths at Levi Strauss (LEVI) may be offset by operational and financial execution risks, raising questions about her fit as CEO. Continue reading

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BAX: CEO Hider’s Ops Wins May Be Offset by Commercial and FDA Inexperience

Andrew Hider’s operational strengths may help stabilize BAX, but limited commercial and FDA experience could affect his fit with Baxter International’s needs. Continue reading

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SN: CEO Barrocas’s Growth Formula May Not Overcome His Autocratic Style and Inexperience

Mark Barrocas’s approach at SharkNinja (SN) may drive short-term gains, but his autocratic style and limited transition experience could challenge long-term fit. Continue reading

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EMR: CEO Karsanbhai’s Poor Synergy and Sales Execution May Undermine Growth Delivery

Lal Karsanbhai’s strategic vision at Emerson Electric (EMR) is clear, but challenges in sales execution and synergy realization may impact long-term growth delivery. Continue reading

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XPO: CEO Harik’s Tech and Service Focus Should Drive Profit Despite Integration Risk

Mario Harik’s tech-driven leadership at XPO (XPO) may align with company goals, leveraging data and service focus despite integration and operational challenges. Continue reading

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IFF: CEO Fyrwald’s Cost-Cutting Skill May Not Overcome His Organic Growth Challenges

J Erik Fyrwald’s cost-cutting strengths at IFF may help margins, but his mixed track record raises questions about driving organic growth and investor confidence. Continue reading

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CARR: CEO Gitlin’s M&A Skill Challenged by Downcycle Inexperience, Margin Targets

David Gitlin’s proven M&A strengths at Carrier Global (CARR) may be tested by limited downcycle experience, raising questions about his fit for current challenges. Continue reading

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PLNT: CEO Keating’s Franchise Ops Expertise Positions Her to Drive Growth and Pricing

Colleen Keating’s franchise expertise may position her to drive growth and margin expansion at Planet Fitness (PLNT), despite limited fitness experience. Continue reading

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