Masco's Shrink To Grow Transformation Looks Complete
eaglepointcapital.substack.com
When Masco's CEO Keith Allman took the helm in 2014 he said "I view myself as a transformational leader. That's how the board views me, and that's why they appointed me. I'm not a status-quo guy." (source: WSJ). He's stayed true to his word over the subsequent five years. Today, Masco's transformation looks largely complete. It is less cyclical, with 90% of sales focused on repair and remodeling, and concentrated in high return brands high Delta and Behr.
Masco's Shrink To Grow Transformation Looks Complete
Masco's Shrink To Grow Transformation Looks…
Masco's Shrink To Grow Transformation Looks Complete
When Masco's CEO Keith Allman took the helm in 2014 he said "I view myself as a transformational leader. That's how the board views me, and that's why they appointed me. I'm not a status-quo guy." (source: WSJ). He's stayed true to his word over the subsequent five years. Today, Masco's transformation looks largely complete. It is less cyclical, with 90% of sales focused on repair and remodeling, and concentrated in high return brands high Delta and Behr.