Question · Q1 2026
Patrick David Cunningham inquired about the specifics of RPM's strategic inventory purchases, including what was stocked up and why, and asked about the expected shape of price realization in the Consumer Group versus other businesses.
Answer
Frank Sullivan, Chairman and CEO, explained that inventory was increased for construction products (especially Tremco Sealants due to the Toronto plant transition), new consumer products, and certain raw materials like epoxy to mitigate future tariff impacts. He anticipated Q2 pricing to be around 2%, with the Consumer Group benefiting from price increases related to packaging costs.