Author Archives: Colby Howard

Patrick Kaltenbach’s innovation focus at Mettler-Toledo (MTD) may drive growth, though operational challenges and a recent misstep could impact performance. Continue reading →

Badri Kothandaraman’s operational expertise likely positions him to help ENPH navigate inventory and margin pressures, despite challenges in new product strategy. Continue reading →

Richard Dickson’s strong brand leadership at Gap (GAP) may be offset by limited operational experience, raising questions about his fit for a broad turnaround. Continue reading →

Andy Jassy’s operational expertise at Amazon (AMZN) may support retail margin expansion and ad growth, despite challenges in AWS and evolving market dynamics. Continue reading →

Lauren Hobart’s strategic strengths at Dick’s Sporting Goods (DKS) may support growth, but operational challenges could limit integration and margin execution. Continue reading →

Ynon Kreiz’s strengths at Mattel (MAT) lie in IP strategy and cost control, but he may be better suited for a sale than driving a long-term turnaround. Continue reading →

Hal Lawton’s strong sales record at Tractor Supply Co. (TSCO) may be offset by limited operational depth and transparency concerns, impacting company alignment. Continue reading →

Robert Isom’s operational strengths at American Airlines (AAL) may not fully address the commercial challenges needed for revenue and market share recovery. Continue reading →

Brian Markison’s M&A strengths benefit Lantheus (LNTH), but past commercial execution and credibility concerns may challenge his fit in defending PYLARIFY pricing. Continue reading →

Edward Joe Shoen’s leadership at UHAL shows strong growth ambition, but recent cost control and storage execution issues may impact margin improvement potential. Continue reading →