Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Each weekday, the Management Consulted leadership team breaks down two major stories through a business lens — in just 15 minutes — helping you spot what really matters behind the headlines. You can catch Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
Market Outsiders
Can Home Depot Stop QXO’s $5B Hostile Takeover of GMS? (June 20, 2025)
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.
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