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Susan McClary

Senior Equity Research Analyst at Goldman Sachs

Susan Maklari is a Senior Equity Research Analyst at Goldman Sachs specializing in the homebuilding, construction, and building products sectors. She covers approximately 30 publicly traded companies, with a focus on major names including D.R. Horton, KB Home, and Pool Corporation, and has issued over 140 ratings in the last nine years. Maklari’s track record features a roughly 47% success rate and an average return near zero, with standout calls like a 182.5% return on D.R. Horton. She began her analyst career prior to her current tenure at Goldman Sachs in New York, leveraging past experience in similar research roles, and maintains professional credentials in financial analysis and market research.

Susan McClary's questions to SOMNIGROUP INTERNATIONAL (SGI) leadership

Question · Q4 2025

Susan McClary asked about the demand outlook for 2026, the state of the consumer, and potential outperformance or underperformance relative to the Tempur North America sales guide.

Answer

Chairman, President, and CEO Scott Thompson discussed the flat market estimate for 2026, noting a challenging pre-President's Day period due to weather, followed by robust double-digit sales post-holiday. He highlighted positive same-store sales for Mattress Firm. EVP and CFO Bhaskar Rao added that Q1 sales are expected to be around positive 14% (over $1.8 billion) with EPS growing approximately 20%.

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Susan McClary's questions to MASCO CORP /DE/ (MAS) leadership

Question · Q3 2025

Susan McClary asked about the drivers and sustainability of Delta Faucet's strength in e-commerce and wholesale, and what this could mean for plumbing segment volume and price mix in 2026 if the macro environment remains tough. She also inquired about the timing of the increased capital allocation for share repurchases or acquisitions and the current M&A environment.

Answer

Jon Nudi, President and CEO, attributed Delta's strength to brand building, innovation (25% vitality rate), and strong e-commerce capabilities, expecting this momentum to continue into 2026. Rick Westenberg, VP and CFO, explained that the increased capital allocation (from $450M to $500M) was due to a favorable cash tax benefit, with approximately $150M remaining for Q4. He reiterated the focus on bolt-on M&A opportunities, noting that any unutilized cash would be deployed for share repurchases.

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Fintool can predict MASCO CORP /DE/ logo MAS's earnings beat/miss a week before the call

Question · Q3 2025

Susan McClary asked about the drivers of Delta Faucet's strength in e-commerce and wholesale, its sustainability, and implications for plumbing volume/price mix in 2026. She also inquired about the timing of the increased capital allocation for shareholder returns and observations on the M&A environment.

Answer

President and CEO Jon Nudi attributed Delta's strength to brand building, innovation (25% vitality rate), and strong e-commerce capabilities, expecting this momentum to continue into 2026. VP and CFO Rick Westenberg stated the increased capital allocation ($50 million) was due to a favorable cash tax benefit, with about $150 million remaining for Q4. He reiterated the focus on bolt-on M&A opportunities and using cash for share repurchases if no M&A occurs.

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