April 29, 2025
The Numbers Won’t Matter
A week from Thursday Insulet will release earnings but the numbers won’t matter. The call that will accompany the release will be dominated by the change in leadership. A change which so far anyway has not been well received by the street. It will be interesting to see how Ms. McEvoy navigates the questions headed her way. Given her experience and newness to the position she will be able to deflect many of them.
The reality here is the numbers will be just fine, something the company noted in their press release yesterday. It also helps that the . . .
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