Core Insights - PPG announced the retirement of Adriana Macouzet, vice president of PPG Latin America and general manager of protective and marine coatings, effective April 30, 2026, after a 40-year career with the company [1][2] - Leadership changes will follow Macouzet's retirement, with Jennifer Solcz and Javier Sosa Mejía taking on expanded roles to support business growth in Latin America and the Americas [2][6] Leadership Changes - Jennifer Solcz will transition to vice president of protective and marine coatings for the Americas, encompassing both the USCA and Latin America, effective April 30, 2026 [6] - Javier Sosa Mejía will expand his role to president of PPG Latin America, effective January 1, 2026, while continuing as vice president of architectural coatings for Latin America and president of PPG Comex [6] Adriana Macouzet's Career - Macouzet joined PPG in 1984 as a paint formulator in Mexico and progressed through various roles, including automotive coatings and sales management, before becoming vice president and general manager of PMC in Latin America in 2016 [2][3] - She has been instrumental in the growth of PPG's PMC business and has served as a mentor to many employees during her tenure [1][2] Jennifer Solcz's Background - Solcz joined PPG in 2018 and has held various leadership roles, achieving record sales and profitability in her current position as vice president of PMC for USCA [3] - She has a background in biochemistry and business, holding a CPA license and an MBA [3] Javier Sosa Mejía's Background - Sosa joined PPG in 2014 after the acquisition of Comex and has held multiple positions, contributing to the strategic growth of PPG Comex [4] - He is currently responsible for architectural coatings in Mexico, Central America, and Brazil, utilizing various distribution channels [4] Company Overview - PPG operates in over 70 countries and reported net sales of $15.8 billion in 2024, serving customers in construction, consumer products, industrial, and transportation markets [7]

PPG Industries, Inc. (NYSE:PPG) is included among the 15 High Quality Dividend Stocks for Long-Term Investors. JPMorgan Sees PPG as a “Possible Winner for 2026” in Industrials On⁠ November‌ 21, JPMorgan analy‍st Jeffrey Zekauskas lifted his pri‌ce target on PPG Industries, Inc. (NYSE:PPG) to $117 from $112 while maint⁠aining an Overwei‌ght rati‌ng⁠. I‍n his note, h⁠e sa‌id the comp‍a​ny “s‍ticks‍ out‍ as a​ possible winner for 2026”‍ with‌in the industrials space. H‍e pointed to PPG’s expan⁠ding aer‌os⁠p ...

Core Viewpoint - Sherwin-Williams Company is experiencing stock price challenges despite reporting positive fiscal results, indicating a complex market environment for the company and the Basic Materials sector [3][4][6]. Company Overview - Sherwin-Williams, based in Cleveland, Ohio, develops, manufactures, and sells a variety of paints, coatings, and related products, with a market capitalization of approximately $83.8 billion [1][2]. Stock Performance - The company's shares are currently trading about 15.6% below their November 2024 high of $400.42, with a nearly 8% decline over the past three months, which is worse than the 5.1% drop in the S&P 500 Materials Sector SPDR [3][4]. - Year-to-date, SHW stock has seen a slight decline and is down 15.7% over the past 52 weeks, contrasting with a 3.4% increase in the XLB sector index during 2025 [4][5]. Technical Indicators - SHW stock has been trading below its 50-day and 200-day moving averages since mid-October, indicating persistent downside pressure despite recent rallies that failed to break above these averages [5]. Financial Performance - In the third quarter of fiscal 2025, Sherwin-Williams reported a revenue increase of 3.2% year-over-year to $6.36 billion, surpassing estimates, while adjusted EPS grew 6.5% to $3.59, exceeding the forecast of $3.46 [6][7]. - The company generated $2.36 billion in net operating cash and returned $2.13 billion to shareholders through dividends and share repurchases in the first nine months of 2025 [7]. Future Outlook - For the full fiscal year 2025, Sherwin-Williams anticipates consolidated net sales to increase in the low single digits compared to 2024, with adjusted EPS projected between $11.25 and $11.45 [7].

Core Viewpoint - AkzoNobel has been downgraded to a "Market Perform" rating by Bernstein, reflecting a challenging financial outlook for the company [1][2][5] Company Performance - AkzoNobel's stock price is currently $20.88, showing a 2.24% increase or $0.46 from previous trading [3][5] - The stock has fluctuated between $20.57 and $20.88 on the day, with a yearly high of $24.52 and a low of $18.07 [3] - The company's market capitalization is approximately $32.14 billion, with a trading volume of 5,257 shares on the OTC exchange [3][5] Earnings Outlook - AkzoNobel has been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative sentiment in the market [2][4][5] - There has been a 10.1% downward revision in the Zacks Consensus Estimate for the company's current year earnings over the past 60 days [2][5] - The inclusion in the Strong Sell List aligns with broader market challenges, as seen with other companies like Alvotech and Alamo Group, which also experienced significant downward revisions in earnings estimates [4]

We recently published 13 Stocks That Crossed Jim Cramer’s Radar. Axalta Coating Systems Ltd. (NYSE:AXTA) is one of the stocks Jim Cramer discussed. Axalta Coating Systems Ltd. (NYSE:AXTA) was in the news earlier this week after Dutch paint and chemical giant Akzo Nobel announced that it would merge with the firm to create a combined entity worth $25 billion. The deal came amidst a global economy struggling with high interest rates and costs. Cramer has discussed this sector previously and called it the ‘r ...

Group 1 - Alvotech (ALVO) is a biotech company focused on developing and manufacturing biosimilar medicines for patients globally [1] - The Zacks Consensus Estimate for Alvotech's current year earnings has been revised downward by almost 88.7% over the last 60 days [1] Group 2 - AkzoNobel (AKZOY) is a leading global paints and coatings company and a major producer of specialty chemicals [2] - The Zacks Consensus Estimate for AkzoNobel's current year earnings has been revised downward by 10.1% over the last 60 days [2] Group 3 - Alamo Group (ALG) is a leader in the design, manufacture, distribution, and service of high-quality equipment for infrastructure maintenance, agriculture, and other applications [3] - The Zacks Consensus Estimate for Alamo Group's current year earnings has been revised downward by almost 10% over the last 60 days [3]

Core Viewpoint - Artisan Partners opposes a merger that would create a paints giant with a combined market value of $17 billion [1] Company Summary - The proposed deal aims to consolidate the paints industry, potentially leading to a significant increase in market share for the combined entity [1] Industry Summary - The merger is expected to reshape the competitive landscape of the paints industry, raising concerns about market concentration and pricing power [1]

Group 1 - Brighthouse Financial (BHF) has been added to the Zacks Rank 5 (Strong Sell) List, with a significant downward revision of 67.6% in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - AkzoNobel (AKZOY), a leading global paints and coatings company, has experienced a 10.1% downward revision in its current year earnings estimate over the last 60 days [2] - Climb Global Solutions, Inc. (CLMB), specializing in emerging and disruptive technologies, has seen its current year earnings estimate revised downward by almost 7.6% in the past 60 days [2]

Um, everybody's had a go at making this combination happen over the years because it makes too much business sense to ignore. Uh, it worked out this time around because the stars were aligned. Essentially, to do a merger of equals, it's a no premium merger of equals, you have to have both companies doing well because if it's unbalanced, then there's always somebody who feels that they're being uh uh they're doing this at the wrong time.We were performing well, so was Excela. uh we had two uh leadership team ...

Dulux paint maker AkzoNobel said on Tuesday that it plans to merge with paintmaker Axalta Coating Systems in a deal that will create a combined company with an enterprise value of $25 billion. ...