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    Josh Westley

    Vice President and Equity Research Analyst at Robert W. Baird & Co.

    Josh Westley is a Vice President and Equity Research Analyst at Robert W. Baird & Co., specializing in coverage of growth-oriented companies within the technology and consumer sectors. He has provided detailed research and investment analysis on firms such as Amazon, Tesla, and Salesforce, earning a reputation for delivering actionable insights and maintaining a recommendation accuracy rate of over 65% according to leading independent evaluator platforms. Westley began his career in equity research in the mid-2010s, previously holding analyst roles at Raymond James and moving to Baird in 2019, where he advanced to Vice President. He is FINRA-registered and holds the Series 7, 63, and 86/87 securities licenses, recognized for his thorough due diligence and precision in forecasting earnings trends.

    Josh Westley's questions to SEALED AIR CORP/DE (SEE) leadership

    Josh Westley's questions to SEALED AIR CORP/DE (SEE) leadership • Q4 2024

    Question

    Josh Westley, on behalf of Ghansham Panjabi, asked new CEO Dustin Semach to outline his initial high-level priorities for the company, questioning if they would include rightsizing recent organizational changes or accelerating cost-out initiatives.

    Answer

    CEO Dustin Semach detailed his priorities in three buckets: 1) Accelerating customer focus by pivoting to higher-growth areas in Food (case ready, fluids) and executing on stabilization initiatives in Protective. 2) Accelerating cost take-out, leveraging the new operating model's visibility into each segment's cost structure. 3) Continuing to refine leadership to ensure the right talent is in place to foster a growth-oriented mindset.

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    Josh Westley's questions to SEALED AIR CORP/DE (SEE) leadership • Q4 2024

    Question

    Josh Westley, on behalf of Ghansham Panjabi, asked new CEO Dustin Semach to outline his initial high-level priorities for the company, including potential changes to the organization or an acceleration of cost-out initiatives.

    Answer

    CEO Dustin Semach detailed his priorities in three key areas. First, accelerating customer focus by pivoting to higher-growth areas in the Food segment and stabilizing the Protective business. Second, accelerating cost take-out initiatives, aided by the new operating model's improved visibility into each segment's cost structure. Third, continuing to make leadership adjustments to ensure the right talent is in place to foster a growth-oriented mindset.

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