Capital AllocationWillscot updated its capital allocation strategy, initiating a dividend, which marks a momentous shift in the company's strategy, potentially attracting long-term investors.
Growth PotentialThe investor day highlighted significant growth potential, with $2.5 billion of opportunity compared to $1.0 billion during the 2021 investor day.
Strategic InitiativesFinalizing the Mobile Mini integration has allowed WillScot to switch its priorities to implementing best practices across the unified business, improving sales and marketing efforts while reducing its operational cost basis.