Wells Fargo says Sherwin-Williams is basically tariff-proof and upgraded their stock. Time to buy a paint store... or ten?
Wells Fargo says Sherwin-Williams is basically tariff-proof and upgraded their stock. Time to buy a paint store... or ten?

Can't Stop Won't Stop (Buying Stock?)

Alright Beast Squad listen up! You know I'm all about giving away money planting trees and making the world a better place right? But sometimes you gotta think about smart investments too! Wells Fargo just gave Sherwin Williams a HUGE thumbs up saying they're basically 'tariff proof.' Tariff proof! That's like saying they're immune to Chandler's bad luck! They upgraded the stock to 'overweight.' Sounds kinda like after I eat 50,000 calories in one sitting... but in a good way!

Paint Me Impressed!

Apparently this analyst dude Michael Sison thinks Sherwin Williams' stock could jump to $420! No joke! That's a 21% increase! I could buy a LOT of chocolate bars with that extra cash. He's saying they're doing a bang up job of handling everything even with all the crazy stuff going on in the world. "SHW noted in its release that given the majority of its revenue comes from the US (80% from the US 2% from China) tariff impacts are likely limited to raw materials," he wrote. It's all about diversifying and being smart with your assets like Karl with his conspiracy theories!

Made in the USA (Mostly)

Sison pointed out that most of their money comes from the US. That's like me making a video entirely in my backyard… but with more paint of course. And while they do get some materials from overseas they've got a plan to deal with any tariff headaches. Smart right? They're basically saying 'Tariffs? Bring 'em on! We got this!' It's like when I tell Chris to eat another donut... he always delivers (sometimes too much)!

Execution: Level Beast

But here's the real kicker: Sherwin Williams is apparently crushing it in the execution department. Sison calls it "exceptional execution." That sounds like a challenge! Maybe I should challenge them to a painting contest... winner gets... a million dollars? No maybe just a lifetime supply of paint. Their pricing is also on point which is boosting their paint store margins. Margin growth! It's like my subscriber count… always going up! (Hopefully…)

Housing Market Hero?

Sison says they're upgrading the stock because Sherwin Williams is consistently growing even when the market's being a pain. He's impressed with their "share gains new account wins and efficiency/cost improvements." Basically they're winning! And he thinks they're the best company to own if the housing market makes a comeback. Time to build some houses...and paint them all in the same color for consistency.

Brazilian Acquisition Bonanza!

And get this: they're buying a Brazilian paint business for over a billion dollars! That's a lot of money! But hey gotta invest to grow right? It's like me investing in a new video idea... hoping it goes viral and I can buy even MORE paint! I wonder if they'll let me paint my logo on one of their stores... for publicity of course. I'm thinking a giant Beast face on a building in Brazil... what do you guys think?


Comments

  • richard profile pic
    richard
    5/22/2025 9:10:56 AM

    I'm buying Sherwin-Williams stock with my next paycheck!

  • rockstar profile pic
    rockstar
    5/15/2025 7:19:55 AM

    Can you give away a house painted by Sherwin-Williams?