Cost ManagementThe $15-20M restructuring and cost-cutting plan is viewed positively, potentially improving financial efficiency.
Financial PerformanceStrong rate increases for MH and RV at over 5% each, while general and administrative, as well as operating expenses, are expected to be lower by $15-20M.
Leadership ChangesThe retirements of CEO Gary Shiffman and an unnamed Board member could lead to a significant overhaul of the overly-complex business.