Question · Q1 2026
Michael Joseph Sison asked about the factors influencing RPM's full-year outlook, specifically the balance between growth investments and weaker demand, and inquired about the Consumer Group's organic growth, industry demand, and market share performance.
Answer
Frank Sullivan, Chairman and CEO, explained that growth investments are yielding desired outcomes, detailing $10 million in higher quarterly spending for new sales hires, M&A, and advertising, alongside an $8 million increase in healthcare costs. He noted the Consumer Group is outperforming the broader industry, gaining share in new categories like low-odor spray paint and cleaners, with The Pink Stuff acquisition opening new channels and geographies.