Financial PerformanceEfforts to reduce costs in North American operations should enable the attainment of a 17% adjusted EBITDA margin for the full year.
Leadership And StrategyThe new CEO, Justin Jude, is focusing on organizational simplification, moat reinforcement, and more disciplined capital allocation, likely to resonate with investors.
Shareholder ReturnsManagement is committed to delivering on promises, which is seen as crucial to restoring investor interest.