Quarter 4 looks extremely shaky now. Sales outlook dropping like a rock. Looks like the annual year end restructuring exercise is coming up again. Sit tight.
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Q4 isn't yet a twinkle in BB's eye. And if the quarter FCF starts looking shaky, he'll sell some SOLV shares.
No, q4 doesn’t look shaky at all. Just because you aren’t doing well doesn’t need to be generalized to the entire company.
How long before it sinks into the heads of the rocket scientist leadership that too many people were fired in order to support the launch of 1000 new products? Seems like they ki-led the golden goose of innovation at the behest of some random consulting company a number of quarters ago.
BB will finally get rid of CBG!
I am sure TEBG will re-organize again
I observed BB style of work.
He will commit externally to Wall street for stretched targets, and this kinda forced the pressure internally to the group presidents to deliver.
Those who cannot deliver are "retiring" early.
Now now. Don't forget the 1000 new products that are being launched! They should all be out by the end of 2027 and the money will be rolling in! It has to happen because Bill told wall street it was happening. If it doesn't happen that would start to look like market manipulation.
BB committed whole year organic growth to Wall Street. 1H is behind plan, and with current 2H outlook. It looks impossible to deliver the promise to wall street. Get ready for share price to retest $150.
It's apparent so, since Q2 sales was super strong due to Q3 price increase action. Customers would have buildup the inventory stocks. Expect 2H sales to be anaemic. Cost cutting coming.
Unethical....take your training!!
They can always pull in sales from Q127 into Q426.
IT has been gearing up. Lots of deadlines in late September. Planning cuts going into the holidays.