How much time does EH have left until he himself is laid off for underperformance? Who would the next CEO even be? Internal or external?
11 replies (most recent on top)
My guess is he has another 4-6 months or so. They will announce him going back into retirement sometime in September/October
Q2 earnings will be the first quarter with results from the new organizational structure across design, product creation, sales and marketing. If there is no clear signs of a turn-around, I think EH will be enjoying retirement again for Christmas.
@ap it should be a woman next before that
Tim Cook actually makes a lot of sense could see that happening
@be I agree with the 6 month time frame. If investor day and 2q earnings dont get us to 65....I vote for bringing JD back. I know this is not going to be popular here...but here is why we need JD.
- He is a known evil
- He is very familiar and comfortable with the company jet
- He is a great listener
- He supports remote work
- He truly understands tech
- No embarassing crocodile tears at meetings
T-minus 6 months left for EH. The Comms team led by Michael is desperate at the moment, watch the Today Show feature!
Tim Cook is on the market
It should be a LGBTQ+ person next
@am if internal, who? Who would you trust on the current exec team?
100% internal
given this - https://www.thelayoff.com/post/@b4+1kr7aja38 , probably until 2026Q2 earnings report on 25 Jun 2026.
2026 US Track & Field Nat'l Championships are 23–26 July 2026; it'll be interesting to see how many NKE shoes are in the finals.