EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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Report by Paragon Intel

Fish-out-of-water CEO will struggle to build long-term value - Paragon’s sources provide negative feedback on Chris Cocks who describe a leader with disdain for the core fanbase and contempt for subject matter expertise. He follows his gut rather than data or the advice of those in specialist roles and builds a deeply negative company culture rife with burnout and attrition. Cocks will focus on streamlining the company’s operations and “doing fewer things better,” but he has neither the finger on the pulse of the fanbase nor the maverick vision to turn around a company that has struggled to expand its market share.