Masco Corp at RBC Global Industrial Conference (Virtual) Transcript

Sep 14, 2020 / 02:00PM GMT
Michael Glaser Dahl - RBC Capital Markets, Research Division - MD of U.S. Homebuilders & Building Products

Good morning. Thanks for joining us at our 2020 RBC Global Industrials Conference. My name is Mike Dahl. I cover homebuilding, building products. We're very thankful to have with us John Sznewajs, CFO of Masco Corporation. Masco has been one of the more interesting stories with a real transformation over the past handful of years, really culminating this past spring with the divestiture of the cabinets and windows business.

Now looking at really a high-quality, resilient through-cycle business focused on plumbing and paint. So that's really been one of the more remarkable transformations in the sector, in our view, but that is kind of an intro. John, thanks for being with us. I think first and foremost, actually still to the audience, this is a Q&A session that we will moderate, but please feel free to hit in your questions in the Q&A box. These will be anonymous. I will ask them, and we'd love to have your participation.So with that said, I'll ask the first kind of question, and

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