Overmeire wealth partners Ally Flynn Phillips is taking the mound for a fast pitch. Over Meyer was ranked 13th on CNBC's Financial Advisors 100 list. Ally, great to have you with us. >> Great to be here.>> What's the catalyst when when there Sorry, Natalie. What's the What's the catalyst here for Sherwin Williams when there's not seemingly no catalyst for the housing market. Yeah, I mean to us I mean Sherman Williams is a clear leader in paint and they continue to gain share from weaker competitors through ...

Core Viewpoint - Sherwin Williams is positioned as a leader in the paint industry, gaining market share from weaker competitors through store expansion and strong contractor relationships [2][3]. Company Performance - The home improvement market is currently struggling, but potential easing in interest rates or an increase in existing home sales could lead to a significant repaint and remodel opportunity [3][5]. - Sherwin Williams announced a 7% price increase in January, which is expected to positively impact the income statement, contrasting with analysts' expectations of a 5% increase [3][4]. - The company is anticipated to experience earnings and margin expansion as it exits a historically poor housing environment [4]. Financial Metrics - Revenue has remained stable, while net income has increased by approximately 12%, indicating operational efficiencies [6]. - The focus on net income and pricing power is seen as more critical than revenue alone for assessing the company's performance [7]. Market Positioning - Sherwin Williams is viewed as a better investment compared to Lowe's due to its direct exposure to repainting cycles, while Lowe's has a broader product range [8]. - The contractor business is crucial for Sherwin Williams, providing stability as contractors prioritize quality and maintain long-term relationships [9][10].