Masco(MAS) - 2023 Q1 - Earnings Call Transcript
Hey great. Thanks a lot. Best of luck. Your next question will come from Susan Maklari at Goldman Sachs. Please go ahead. Susan, I think there's an external and an internal view that we look at the usual suspects in terms of external data in terms of home prices and home equity increasing existing home sales, better-than-expected GDP in U.S., Europe, China, consumer confidence, those are the externals that we look at, but really our action would be more fundamentally triggered by what we see in terms of POS ...