CEO replaced in February 2026 (Enrique Lores in, Alex Chriss out); strategy reset
Alex Chriss
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
26 Watch · 1 plan not yet started
Their priorities
New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost. unverified
A new CEO from a hardware and operations background will want a cost and operating-model reset. Bring a fast diagnostic.
Plays to raise
Cost transformation, portfolio review and agentic checkoutCost & operationsIdentified
Why now: New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost. unverified
Q4 2025 earnings miss and weak 2026 outlook sent shares down about 18-20% (Feb 2026). Expect cost discipline. unverified
CFPB digital wallet supervision rule (later rolled back). EU PSD3 and state money-transmitter rules. unverified
Divestitures likely under the reset (not confirmed). Earlier sold Happy Returns and Honey. unverified
A new CEO from a hardware and operations background will want a cost and operating-model reset. Bring a fast diagnostic.
Plays to raise
Cost transformation, portfolio review and agentic checkoutCost & operationsIdentifiednamed buyer
Why now: New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Cost & operations, AI & agents, Workforce transformation
Account health
26 Watch · 1 plan not yet started
Their priorities
New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost. unverified
A new CEO from a hardware and operations background will want a cost and operating-model reset. Bring a fast diagnostic.
Plays to raise
Cost transformation, portfolio review and agentic checkoutCost & operationsIdentifiednamed buyer
Why now: New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost. unverified
A new CEO from a hardware and operations background will want a cost and operating-model reset. Bring a fast diagnostic.
Plays to raise
Cost transformation, portfolio review and agentic checkoutCost & operationsIdentifiednamed buyer
Why now: New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Branded checkout share loss to Apple Pay, Braintree margin, and execution of the reset.
Head of Transformation
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
26 Watch · 1 plan not yet started
Their priorities
New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost. unverified
A new CEO from a hardware and operations background will want a cost and operating-model reset. Bring a fast diagnostic.
Plays to raise
Cost transformation, portfolio review and agentic checkoutCost & operationsIdentifiednamed buyer
Why now: New CEO Enrique Lores (former HP CEO and PayPal board chair) reset strategy in May 2026 (Payment Expert), with focus on profitable growth in branded checkout, Venmo monetization and cost.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Branded checkout share loss to Apple Pay, Braintree margin, and execution of the reset.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.