Analysis: Normally transparent TuSimple bungles leadership change, rattling investors

For a young public company known for transparency, TuSimple Holdings’ sudden replacement of Cheng Lu as CEO with co-founder Xiaodi Hou showed that unexpected moves rattle investors. And shaken investors sell stock.

A lot of stock.

TuSimple is trading near its all-time low. For the week, it was down 32.65%, with most of the damage on Thursday, the day of the announcement.

The timing and immediate execution appeared to be a PR blunder with volatile markets already spooked by inflation fears and...

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