LOW RAISES 2022 OUTLOOK
MaGrilla Gorilla
WEBER went public today
38% WFH = WFB
HD GETTING SWOLE
Buys HD Supply for Billions!
BAIN buys US LBM
LOW in talks to purchase HDS.
UP 32% YOY - -Wall Street Mows em Down!
HD REPORTS ENORMOUS QUARTER
IPO 6-12-20… CONGRATULATIONS!
Big news in unemployment
8 % earnings pop in NA for MASCO
$100M IPO Filed
SUSTAINABILITY = AZEK
US New Homes Sales best since Iphone was introduced!
One BILLION Dollars!… Masco sells Cabinetry biz to ACPI.
MIGHT AS WELL JUMP!……. Lowe’s earnings jump
HD sales miss due to an "internal company issue" not "economic headwind."
F L O O R E D - Sales down 20%
NOT BAD MEANING BAD BUT BAD MEANING GOOD!
Tariffs? Fortune Brands eats them for lunch!
SW is crushing it!
Signs… signs, everywhere are signs…
Highest level in a DECADE!
Lowe’s exceptional quarter.
HD Profit Up..
NWL announces move back to ATL from Hoboken
MASCO CABINET & WINDOW BIZ IS UP FOR GRABS
Lowe’s misses —- Marvin cites “legacy Merchants”
JELD missed quarter
HOTCAKES = CRAFTSMAN
Housing Starts UP 25% MoM!
JOHNNY 5 IS ALIVE!!!
IS BLUE THE NEW ORANGE?
MASCO INTENT TO SELL
THE BEAT DOWN FOR NEWELL
YOY NET SALES FOR 2018 UP 9%
Dr. Jekell & Mr. Hydro
Scott’s Q1 #s
Looks like Marvin wants to poke the big orange gorilla in ATL Superbowl
USG Execs say “Bye, Bye, Bye.”
Stumblin’ & bumblin’ existing home sales.
ORANGE CRUSH
SBD AND HD
3.7 percent
Home Sales UP!
OBJECTIVE: GROW 50% IN 5 YEARS!
OUCH!!! ... Housing Starts down double didgets MoM
hmmmm.. JOB MARKET IS ... BEST EVER??
Inventory of homes for sale reach "crisis" levels.
Marvin Ellison replaces Niblock
NEWELL BLOWS THEIR WADDINGTON FOR $2.3B
MASCO sales up 8 percent.
73 straight months of increases
BUILDER CONFIDENCE SLIPPED 1 POINT
HD SUPPLY EXCEEDED EXPECTATIONS
EXISTING JAN HOME SALES MISSED ESTIMATE
Traffic UP... Business is GREAT!
FORTUNE BRANDS REPORTS Q4 AND 2017 UP 6%
$2.4 Billion Price Tag
SW's Q4 was significant
AND THEN... THERE WERE 9.
75% / 82% / 50%
PPG DELIVERS Q4
AN 11 YEAR RECORD WAS BROKEN!
THE STREAK CONTINUES @ 86 MONTHS
HIKOKI!!!
HITACHI INTRODUCES THEIR NEW BRAND STRATEGY
US HOME SALES SURGE!
Lowe's Sales top expectations
OCT HOUSING STARTS UP 13.7%
OCTOBER JOB REPORTS
Newell News for the quarter
NEW HOME SALES UP ALMOST 20%!
LOWE'S AND SBD AGREE ON CRAFTSMAN BRAND.
SOUTHWIRE --- HERE WE GROW AGAIN...
ABB buys GE Industrial.
Lowe's earnings, sales miss, stock punished....
209K JOBS ADDED IN JULY...
TREX Commercial Launch...
Newly named BMW Chief with CPG roots.
Amazon selling Kenmore appliances.
Job Numbers for June 2017
Existing Home Sales update
Amazon buying Whole Foods...
Obscene Memes... be careful in choosing what you decide to post kids.
SW - Valspar. The latest update 6-6
JOB OPENINGS AT RECORD HIGH.
FLUR hires new CEO with SBD Roots.
SBD PLANS HUGE MANUFACTACTURING FACILITY IN NC