))
Can Home Depot Stop QXO’s $5B Hostile Takeover of GMS? (June 20, 2025)
Manage episode 489937479 series 3664448
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
A high-stakes showdown is unfolding in the building supply world. In this episode, Jenny Rae and Namaan break down why QXO is making a $5B hostile bid for drywall distributor GMS - and why Home Depot has jumped into the fight.
They unpack what a hostile takeover really means, who holds the power behind the scenes, and how the battle could reshape contractor distribution in the U.S.
Plus, they discuss fresh signals from the Fed and whether a July rate cut is now on the table.
Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
47 episodes
Share
