BlueLinx Holdings Inc. announced on December 15, 2025 that Mike Wilson will retire as Chief Commercial Officer effective January 4, 2026, and that Leo Oei, the company’s Vice President of National Accounts, will assume the role on January 5, 2026. The transition is part of BlueLinx’s ongoing effort to strengthen its commercial leadership and support a specialty‑focused growth strategy.
Oei brings more than 25 years of experience in commercial, procurement, supply chain, and operations across multiple industries. He has led the National Accounts and Multi‑Family team that expanded the company’s geographic footprint and product offering, positioning BlueLinx to capture higher‑margin specialty products and new customer segments.
BlueLinx’s Q3 2025 earnings revealed a miss on both revenue and earnings. Adjusted earnings per share fell to $0.45, 11.8% below the consensus estimate of $0.51, while revenue slipped to $749 million, 1.1% below the $757.15 million forecast. The miss was driven by a 14.4% gross margin that contracted from 16.8% in the prior year, largely due to a $2.2 million expense related to import duty adjustments and weaker demand in the housing market.
CEO Shyam Reddy said, “We deeply appreciate Mike’s significant contributions and wish him and his family the best in his well‑deserved retirement.” He added that “Leo is the perfect choice to fill this critical commercial leadership role so we can leverage his experience running local markets, product management, and national accounts to continue executing on our sales growth strategy.” Wilson echoed the sentiment, noting that “the relationships we’ve built together are what I am most proud of,” and that he is confident Oei will carry the commercial vision forward.
The leadership change comes amid a broader strategic shift toward specialty products, digital transformation, and opportunistic acquisitions. BlueLinx maintains strong liquidity, with $777 million in available liquidity and $429 million in cash and cash equivalents as of Q3 2025. Management highlighted the company’s resilience in the repair and remodel markets, while acknowledging headwinds from a slowing housing market and price deflation in legacy product categories. The appointment signals confidence that Oei’s expertise will help navigate these challenges and accelerate growth in high‑margin specialty segments.
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