AZEK Company Inc. (AZEK.US)Notes from the Road
The AZEK Company(AZEK) Goldman Sachs·2024-08-14 02:50
13 August 2024 | 8:51PM EDT AZEK Company Inc. (AZEK): Notes from the Road Earlier today, we hosted investor meetings in Boston with Azek's CEO Jesse Singh, Residential Segment CFO Ryan Lada, and Head of IR Eric Robinson. Discussions focused on company-specific efforts to drive above-market growth along with the path for margins as it realizes operating leverage and a more favorable cost structure. Overall, we come away with greater confidence in the ability to continue to outperform, even as broader R&R rem ...