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    McClaran Hayes

    Research Analyst at Zelman Partners LLC

    McClaran Hayes is Managing Director of Research and Securities at Zelman Partners LLC, specializing in the analysis of Building Products and Homecenter sectors. He covers major companies in these industries, providing actionable insights and regularly hosting investor update calls; his research has contributed to successful investment strategies, though specific rankings or quantitative performance metrics are not publicly available. Hayes began his career at Zelman in 2016 as an equity research associate, advancing to senior associate, vice president, director, and ultimately Managing Director, following a bachelor's degree in financial economics from the University of Maine. He works within a FINRA-registered firm and maintains professional credentials consistent with industry standards for senior equity research analysts.

    McClaran Hayes's questions to MasterBrand (MBC) leadership

    McClaran Hayes's questions to MasterBrand (MBC) leadership • Q2 2025

    Question

    McClaran Hayes of Zelman Partners LLC asked for details on the phasing of the $90 million in cost synergies, an update on the Supreme integration synergy target, and commentary on recent demand trends and the Q3 outlook.

    Answer

    MasterBrand President & CEO Dave Banyard stated the synergy phasing will be similar to the Supreme integration, with easier items like supply chain consolidation addressed first. He confirmed the Supreme integration is on track, with North Carolina plant consolidations largely complete. Regarding demand, Banyard noted steady Q2 new construction demand but expects softness ahead due to lower housing starts, while describing the repair and remodel market as consistently choppy. American Woodmark President & CEO Scott Culbreth concurred, noting R&R is 'bouncing at the bottom' and new construction weakened in their recent quarter.

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    McClaran Hayes's questions to MasterBrand (MBC) leadership • Q2 2025

    Question

    McClaran Hayes of Zelman Partners LLC asked for details on the phasing of the $90 million in cost synergies, an update on the Supreme integration synergy realization, and commentary on recent demand trends and pre-buy activity.

    Answer

    Dave Banyard, President & CEO of MasterBrand, stated that the synergy phasing will be similar to the Supreme integration, with easier items like supply chain consolidation addressed first. He confirmed the Supreme integration is on track, with North Carolina plant consolidations largely complete. Regarding demand, Banyard noted steady Q2 new construction demand but anticipates softness ahead due to lower housing starts. Scott Culbreth, President & CEO of American Woodmark, added that the repair and remodel market has been "bouncing at the bottom," while new construction weakened in their recent quarter.

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    McClaran Hayes's questions to MasterBrand (MBC) leadership • Q2 2025

    Question

    McClaran Hayes of Zelman Partners asked for the expected phasing of the $90 million in cost synergies, the current progress on the Supreme acquisition's synergy targets, and recent demand trends, including any pre-buy activity.

    Answer

    MasterBrand CEO Dave Banyard stated the synergy phasing will mirror the Supreme integration, with early wins from supply chain consolidation. He confirmed the Supreme integration is on track, with North Carolina plant consolidations nearly complete. Regarding demand, Banyard noted steady Q2 new construction but anticipates future softness, while American Woodmark CEO Scott Culbreth described the repair and remodel market as "bouncing at the bottom."

    Ask Fintool Equity Research AI

    McClaran Hayes's questions to MasterBrand (MBC) leadership • Q2 2025

    Question

    McClaran Hayes from Zelman Partners inquired about the phasing of the $90 million in cost synergies, the progress on the Supreme acquisition's synergy target, and current demand trends for Q3 after potential pre-buy activity.

    Answer

    MasterBrand's President & CEO, Dave Banyard, stated the synergy phasing will be similar to the Supreme integration, with easier items addressed first. He confirmed the Supreme synergy plan is on track, with North Carolina plant consolidations largely complete. Regarding demand, Banyard noted new construction is softening while repair and remodel remains choppy. American Woodmark's CEO, Scott Culbreth, added that R&R is 'bouncing at the bottom' and new construction weakened in their recent quarter.

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    McClaran Hayes's questions to Fortune Brands Innovations (FBIN) leadership

    McClaran Hayes's questions to Fortune Brands Innovations (FBIN) leadership • Q2 2025

    Question

    McClaran Hayes questioned how the lower annualized tariff forecast has affected the company's strategy for cost-out actions and investments, and also asked for an update on the business environment in China for the Water segment.

    Answer

    CEO Nicholas Fink explained that while the financial models are updated daily, the core strategy remains unchanged: building a resilient, regionalized North American supply chain. He emphasized this is a long-term strategic goal beyond tactical tariff mitigation. Regarding China, Fink noted a market slowdown in Q1 due to tariff uncertainty impacting the developer business, but highlighted growth in the showroom and designer channels. He stated the China team has managed costs well, minimizing EPS risk, and the goal is to find the bottom of the developer channel and return to growth.

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