In some industries you will find one player that uniquely and above all peers excels at something that is foundational to excess returns, whether that be customer service, cost discipline, scale economies or product innovation. At times, you may find yourself thinking “I get it, X is a much better company than Y. But Y […]
Category Archives: [SHW] Sherwin-Williams
If you’re unfamiliar with the architectural coatings sector, you might be surprised to know that selling paint can be a good business…and no one sells it more profitably in North America than SHW, whose market share gains have come from both the multi-decade shift from “Do-It-Yourself” (DIY) to professional paint jobs and a leading position […]