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Asher Sohnen

Research Analyst at Citigroup Global Markets Holdings Inc.

New York, NY, US

Asher Sohnen is an Equity Research Senior Associate at Citigroup, specializing in U.S. Homebuilding, Building Products, Paper, and Packaging sectors. He covers major companies within these industries and contributes to Citi's sector reports, demonstrating strong analytical performance through research that models annualized returns near 10% on select housing investment strategies. Sohnen joined Citigroup's Equity Research group after prior experience in supporting institutional equity coverage, beginning his analyst career in the late 2010s. He is a FINRA-registered broker holding securities licenses and is recognized for his expertise in modeling sector trends and ESG impacts for institutional clients.

Asher Sohnen's questions to Core & Main (CNM) leadership

Question · Q2 2026

Asher Sohnen asked which product groups are most exposed to residential end markets and if the anticipated residential slowdown in the second half of 2025 would drive any shifts in product mix or inventory strategy.

Answer

CEO Mark Witkowski clarified that most product categories have a standard mix across end markets, with fire protection being more non-residential focused. He explained that resource allocation is adjusted based on market conditions, shifting headcount and resources from softer residential areas to growth areas.

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