Casella Waste Systems: Waste. Recycling. Resource Empire of the Northeast.- $CWST

From a single pickup in Rutland in 1975 to a multi-billion-dollar public company, this article traces how Casella Waste Systems survived a debt-fueled roll-up era and near-collapse to reinvent itself as the dominant waste and resource manager in the Northeast—leveraging scarce permitted landfill capacity, disciplined M&A, pricing power, and new revenue streams like renewable natural gas; it profiles the brothers’ blue-collar origins, the brutal lessons of the 2000s, the strategic pivot under CFO-turned-CEO Ned Coletta, and both the compelling upside (scarcity-driven margins and consolidation) and real risks (PFAS liabilities, valuation, labor, and integration). If you want a vivid business case study about how regional focus and owning the “hole in the ground” can create a durable moat—and why Casella’s next chapter matters—this one is for you!

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Transcript https://empor.top/us/CWST

• Introduction: The "Gold" in the Green Mountains
• Origins: The Hustle & The Brothers (1975–1993)
• The IPO and The "Wild West" Roll-Up Era (1997–2008)
• The Turn: Crisis, Activism, and the Strategic Pivot (2015–2019)
• The Moat: Why the Northeast is Different
• Modern Era: Acquisitions & The Return to Growth (2020–Present)
• Analysis: The Playbook & Powers
• Leadership Transition: The Coletta Era Begins
• Bear vs. Bull: The Risks and Opportunities
• Key Metrics to Watch
• Conclusion: Regional Dominance vs. National Mediocrity