Supply Chain


KW was an integral strategist on transitioning to Jabil. The Jabil performance alone is enough have her in retirement six months ago.

Notice she never smiles. Not good for a VP. She peaked years ago. Need a minority in her position. Will Dapo come back to replace her after cross-training in Janssen?
 


Absolutely correct. KW plans to “be retired” by J&J in December. Her inner circle already knows. It will be “her choice” though…. Hatchet Lady Dapo returns after that. More headcount cuts = bigger bonuses for them but not us. Same old story, same playbook.
 


Yeah, speaking of bonuses, did you like the way Ashley commented in February about record sales & profits, then when the MedTech bonus multiplier was published, uh-oh. Very CREDO-esque.
 








We hope so. Supply Chain is the largest wasteful activity now. Most of them no longer know what their purpose is. 100 less people equals $50 million in savings. I’d rather have the savings.
 







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