EPS cratered but stock soared. Earnings per share fell 14 percent yet Wall Street cheered like it was a victory parade, proving buybacks can mask fundamentals.
401(k) match temporarily paused. Employees lost benefits while execs tweeted about caring for workers in giant Helvetica.
Buyback mania. One billion dollars spent to buy shares, enough to coat the moon in Duration® Exterior twice, showing stock price manipulation over real growth.
Executive compensation skyrockets. Exec pay jumps 22 percent under the excuse of retention risk because yachts are apparently critical to morale.
Cost chaos ignored. Tariffs and inflation pushed titanium dioxide and resin prices absurdly high yet the narrative remained softness is transitory, ignoring supply chain reality.
> be Sherwin-Williams, 158-year-old paint empire
> Q2 2025: sales up 1 %, EPS down 14 %, stock still up because “number go brrr”
> CEO on earnings call: “softness is transitory”
> also transitory: 401(k) match, now paused “temporarily”
> tweet “we care about employees” in… https://t.co/x6JuHy5AWQ— Zephyr (@zephyr_z9) September 16, 2025
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