Document Mentions (4 shared documents)

EFTA00300912

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gh margin, capital light, and tend to be strong consumer businesses overall. Corporate overhead was high because it was a founder- owned company. Martha Stewart had gone through a number of CEOs over a very short period of time but failed to effectuate a turnaround. Then in late 2013. a restructuring exe

viously, this gives them a huge base to sell and distribute to. They'll partner with a manufacturer and collect a licensing fee. With the Martha Stewart acquisition. they will have a whole new homes and lifestyle vertical. She's going to remain the chief creative officer for the business. We thin

Fields '17, Joanna Vu '17, and Adam Xiao '17 — Quest Diagnostics (DGX) Short and Justin Hong '17, Zachary Rioter '17, and Cristo- bal Silva '17 — XPO Logistics (XPO) Long. As always, we thank our interviewees for contributing their time and insights not only to us, but to the investment community as a

EFTA01387099

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To: 'Paul Barrett (I CC: Joshua Shoshan I I; Stewart Oldfield Subject: XPO Logistics and FEDEX Atta

From: Martin Zeman Sent: 3/6/2018 11:44:52 AM To: 'Paul Barrett (I CC: Joshua Shoshan I I; Stewart Oldfield Subject: XPO Logistics and FEDEX Attachments: 2018.02.22 - XPO Logistics - potential for 30% FCF.pdf; 2018.02.22 - U.S. Transportation report.pdf ; Davide-A Sferrazza I

EFTA01387699

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/20/2018 10:53:53 AM To: 'Paul Barrett (U CC: Stewart Oldfield Subject XPO Logistics - Takeaways from

lto:Ftl ] Sent: Thursday, July 19, 2018 4:06 PM To: Martin Zeman < Subject: XPO Logistics - Takeaways from mgmt. meeting Deutsche Bank Research XPO Logistics Takeaways from mgmt. meeting 19 July 2018 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0090794 SDNY_GM_00236978 EFTA0