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Michael Kesselman
@mek
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Opportunities exist to rationalize the current portfolio while preserving scale and profitability
Assumptions: EBITDA will increase, Underperforming brands can be culled
How important is this?: Very Important
How confident are you?: Agree
Opportunities exist to rationalize the current portfolio while preserving scale and profitability
Assumptions: margin expansion is possible, EBITDA will increase
How important is this?: Very Important
How confident are you?: No Opinion / Unsure
3rd Party brand portfolio is stable and growing
Assumptions: Increased owned-brand exposure will not impact relationships
How important is this?: Very Important
How confident are you?: No Opinion / Unsure
3rd Party brand portfolio is stable and growing
Assumptions: 3rd party relationships are strong, Increased owned-brand exposure will not impact relationships
How important is this?: Not Important
How confident are you?: Disagree
3rd Party brand portfolio is stable and growing
Assumptions: 3rd party relationships are strong, Increased owned-brand exposure will not impact relationships
How important is this?: Very Important
How confident are you?: Agree
Texas
New Jersey
3rd Party brand portfolio is stable and growing
Assumptions: 3rd party relationships are strong
How important is this?: Not Important
How confident are you?: Agree
Rationale: Djjddj
Arizona
Maine
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