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

New CEO David Flitman to drive margins and profits higher - former colleagues interviewed by Paragon described Flitman as a strong operator who excels at driving costs out of businesses. He is a rigorous, data-driven, and profit-focused executive who quickly understands the largest levers to pull to improve performance at distribution businesses. He drove significant shareholder value at BMC and its merger partner Builders FirstSource where the combined stock performance of the two companies outperformed the S&P 500 more than two-fold.