Stifel: 'Our survey illustrates SHW category leadership with 49% of respondents naming Sherwin-Williams/Valspar as preferred brand'

Stifel: 'Our survey illustrates SHW category leadership with 49% of respondents naming Sherwin-Williams/Valspar as preferred brand'.

The analyst comments "We surveyed 83 paint professionals across the U.S. serving all end markets during the last week of September focused on 3Q26 trends. Responses outlined on page 4. We estimate paint represents just over 6% of combined revenue for Home Depot (HD; $295.47; Hold) and Lowe’s (LOW; $188.85; Hold) when including all acquisitions. HD is the exclusive North American retail partner for Behr, owned by Masco (MAS; $69.50; NC). LOW is the only U.S. home center authorized to sell Sherwin-Williams (SHW; $321.03; NC) paint products which are primarily sold at SHW stores. Our survey illustrates SHW category leadership with 49% of respondents naming Sherwin-Williams/Valspar as preferred brands while surveys have suggested HSD to DD percentages of pros preferring Behr, generally matching the share noted by MAS with MAS focused on continuing to drive pro penetration. We include results below. Please let us or your Stifel salesperson know if you would like the underlying data."

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