Masco Corp. is targeting a 10% EPS CAGR through 2028 by focusing on plumbing, paint, and wellness growth, supported by operational efficiencies and tech-driven customer engagement.
Key Takeaways
- 1.Masco targets a ~10% 3-year EPS CAGR through 2028, supported by revenue growth and margin expansion to 18+%.
- 2.Strategic focus is centered on three core businesses: plumbing, paint (decorative architectural products), and a newly highlighted wellness category.
- 3.The company is leveraging technology and AI, including an 'AI Color Assistant' and product visualization tools, to drive customer engagement and market share.
Table of Contents
- Plumbing: Focus on Higher End and Commercial Opportunities Reduces Volatility and Adds Visibility
- Wellness: Leveraging Consumer Interest in Health & Well-Being
- Decorative Architectural Products: Growth in Pro to Help Offset Shifts in DIY
- Valuation and Risks
- Disclosure Appendix
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Authors
Susan MaklariCharles Perron-PicheRhea BhatiaGalilee Best
Securities
MAS
Themes
Digital Transformation & AIHealth & Wellness GrowthOperational Excellence
Regions
North AmericaMiddle EastAsia PacificUnited StatesGermanySerbia