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.Learn more about Executive Presentation and Storytelling Training with Management ConsultedMore Market Outsiders:Connect with Namaan and Jenny Rae on LinkedInFollow Management Consulted on LinkedIn and subscribe on YouTube