Capital Allocation And LeadershipAnalyst points out that new leadership’s portfolio transformation plan combined with share buybacks could bolster investor confidence and support the share price if execution progresses.
Operational TurnaroundAnalyst notes investments in marketing, digital capabilities, and the supply chain could improve execution and support a business turnaround that helps restore revenue growth.
Valuation Re-ratingAnalyst highlights that the stock trades at a relatively low earnings multiple, so better execution and delivery against targets could drive a valuation re-rating.