Eric Bussard

Eric Bussard asked about Masco's strategic approach to DIY paint to drive better growth, beyond the impact of housing turnover, and if there are different initiatives to stimulate performance. He also inquired about the basis for Delta Faucet's optimistic outlook for retail growth in 2026, asking if it's driven by business factors, market share, or broader economic expectations.

Answer

Jon Nudi, President and CEO, emphasized that for DIY paint, Masco's strategy is to continue building the Behr brand around value and quality, and to innovate with new products like plant-based paint. For Delta Faucet's 2026 retail optimism, he cited strong visibility into plans with major retailers, anticipated distribution gains, and exciting new product innovation, which collectively are expected to drive a very strong year.

Eric Bussard asked about strategic actions to drive better growth in DIY paint, given softer sales linked to housing turnover, and sought clarification on the optimism for Delta Faucet's retail growth in 2026.

Answer

President and CEO Jon Nudi emphasized driving the Behr brand's quality and value proposition, along with innovation like plant-based paint, to stimulate DIY paint performance. Regarding Delta Faucet, Jon Nudi stated that confidence for strong retail growth in 2026 is based on clear sight lines into plans with major retailers, including distribution and upcoming innovation launches.