Masco Guidance Accounts for Enacted China Tariffs -- Market Talk

Dow Jones

Feb 13, 2025

1430 ET - Masco will look to bolster its track record of managing tariffs. The owner of Behr paint, Delta faucets and other home products issued guidance for 2025 and says it includes the impact from recently enacted tariffs on China. The company notes its estimates are net of mitigation actions and do not include the impacts from any potential future tariffs. Jefferies analysts say pricing is one of the main levers Masco will use to offset tariff impact, though they expect a mismatch between price and costs in 1H25 before turning positive in 2H25 as negotiations play out. The analysts also note that the company has limited exposure to Canada, while Mexico is a significant piece of its spa business. CEO Keith Allman on an earnings call said Masco can move products from Mexico to its manufacturing hub in Southern California. Masco is off 2.2% to $76.90. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

February 12, 2025 14:31 ET (19:31 GMT)

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The owner of Behr paint, Delta faucets and other home products issued guidance for 2025 and says it includes the impact from recently enacted tariffs on China. The company notes its estimates are net of mitigation actions and do not include the impacts from any potential future tariffs. Jefferies analysts say pricing is one of the main levers Masco will use to offset tariff impact, though they expect a mismatch between price and costs in 1H25 before turning positive in 2H25 as negotiations play out. The analysts also note that the company has limited exposure to Canada, while Mexico is a significant piece of its spa business. CEO Keith Allman on an earnings call said Masco can move products from Mexico to its manufacturing hub in Southern California. Masco is off 2.2% to $76.90. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 14:31 ET (19:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Masco Guidance Accounts for Enacted China Tariffs -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMasco Guidance Accounts for Enacted China Tariffs -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-13 03:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1430 ET - Masco will look to bolster its track record of managing tariffs. The owner of Behr paint, Delta faucets and other home products issued guidance for 2025 and says it includes the impact from recently enacted tariffs on China. The company notes its estimates are net of mitigation actions and do not include the impacts from any potential future tariffs. Jefferies analysts say pricing is one of the main levers Masco will use to offset tariff impact, though they expect a mismatch between price and costs in 1H25 before turning positive in 2H25 as negotiations play out. The analysts also note that the company has limited exposure to Canada, while Mexico is a significant piece of its spa business. CEO Keith Allman on an earnings call said Masco can move products from Mexico to its manufacturing hub in Southern California. Masco is off 2.2% to $76.90. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 14:31 ET (19:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2511581330","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2511581330","pubTimestamp":1739388660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1430 ET - Masco will look to bolster its track record of managing tariffs. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","LU1620156213.USD":"BNP PARIBAS AQUA \"C\" (USD) INC","LU1721427968.SGD":"BNP PARIBAS AQUA \"CRH\" (SGDHDG) INC","BK4585":"ETF&股票定投概念","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1596574779.USD":"BNP PARIBAS AQUA \"C\" (USDHDG) ACC","BK4086":"建筑产品","LU1165135440.EUR":"BNP Paribas Aqua Classic Cap EUR","MAS":"马斯科","LU1620156130.USD":"BNP PARIBAS AQUA \"C\" (USD) ACC","LU2413665964.HKD":"BNP PARIBAS AQUA \"C\" (HKD) ACC","LU1543694498.USD":"法巴水资源基金RH MD Dis","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2413666004.HKD":"BNP PARIBAS AQUA \"CRH\" (HKDHDG) INC"},"translate_title":"Masco指导说明了已颁布的中国关税——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MAS":1},"content_text":"1430 ET - Masco will look to bolster its track record of managing tariffs. The owner of Behr paint, Delta faucets and other home products issued guidance for 2025 and says it includes the impact from recently enacted tariffs on China. The company notes its estimates are net of mitigation actions and do not include the impacts from any potential future tariffs. Jefferies analysts say pricing is one of the main levers Masco will use to offset tariff impact, though they expect a mismatch between price and costs in 1H25 before turning positive in 2H25 as negotiations play out. The analysts also note that the company has limited exposure to Canada, while Mexico is a significant piece of its spa business. CEO Keith Allman on an earnings call said Masco can move products from Mexico to its manufacturing hub in Southern California. Masco is off 2.2% to $76.90. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 14:31 ET (19:31 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}