Pitney Bowes was initially published as one of our 7investing Community's New Ideas in September 2024

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Background

The following comes directly from our initial Community recommendation. 7investing's opinions may differ from the person(s) who submitted this community research.

Activist investors have been pushing for change and it seems to be unfolding. CEO was finally replaced, and new board members are also in.

If they are able to sell their GEC segment, I believe their path to profitability will return with their legacy segments (which have fatter margins).