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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.
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401(k) match temporarily paused. Employees lost benefits while execs tweeted about caring for workers in giant Helvetica.
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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.
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Executive compensation skyrockets. Exec pay jumps 22 percent under the excuse of retention risk because yachts are apparently critical to morale.
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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