Trian Partners
losing the business appears to be a sign of poor execution on informed that it will discontinue the sale of brand paints and stains in its us retail stores effective mid of lost sales the sudden loss of the business one of the company architectural customers casts a shadow on this management team basic execution skills while reported it may acquire some incremental business at home depot to mitigate the loss of the business we are concerned that the company had to forego margin in a rushed negotiation the loss of entire paint business at to was a surprise we had actually thought might gain a price point at following the merger of and other paint suppliers and history of having at least reasonably strong paint suppliers in recent years in order to maintain the competitive intensity amongst its suppliers bank research | Trian Partners
Company
Deck Type
Deck date
October 2018
Slide
13 of 42
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