Building Product Companies Will Need Higher Prices to Offset Tariff Impact -- Market Talk

Dow Jones

2025/04/09

1448 ET - Building product companies need to raise prices on average by 1.5% to offset the impact of tariffs, says BofA Securities in a research note. The analysts say Fortune Brands Innovations will need a 6% price increase. The maker of Master Lock security products, Moen faucets and other home goods is among the companies the analysts expect to be most impacted by the tariffs as they've shifted production out of China into southeast Asia in recent years, but still have China exposure. "On average, we see an unmitigated EPS impact of 20% for building products in our coverage, but there is a wide variance depending on import sourcing, country exposure and gross margin," say the analysts. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

April 08, 2025 14:48 ET (18:48 GMT)

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The analysts say Fortune Brands Innovations will need a 6% price increase. The maker of Master Lock security products, Moen faucets and other home goods is among the companies the analysts expect to be most impacted by the tariffs as they've shifted production out of China into southeast Asia in recent years, but still have China exposure. \"On average, we see an unmitigated EPS impact of 20% for building products in our coverage, but there is a wide variance depending on import sourcing, country exposure and gross margin,\" say the analysts. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 14:48 ET (18:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Building Product Companies Will Need Higher Prices to Offset Tariff Impact -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuilding Product Companies Will Need Higher Prices to Offset Tariff Impact -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-09 02:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1448 ET - Building product companies need to raise prices on average by 1.5% to offset the impact of tariffs, says BofA Securities in a research note. 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(denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 14:48 ET (18:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FBIN","symbol_name":"FORTUNE BRANDS HOME & SECURITY INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2526441448","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2526441448","pubTimestamp":1744138080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1448 ET - Building product companies need to raise prices on average by 1.5% to offset the impact of tariffs, says BofA Securities in a research note. The analysts say Fortune Brands Innovations will need a 6% price increase. The maker of Master Lock security products, Moen faucets and other home goods is among the companies the analysts expect to be most impacted by the tariffs as they've shifted production out of China into southeast Asia in recent years, but still have China exposure. \"On average, we see an unmitigated EPS impact of 20% for building products in our coverage, but there is a wide variance depending on import sourcing, country exposure and gross margin,\" say the analysts. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"FBIN":"FORTUNE BRANDS HOME & SECURITY INC","BK4086":"建筑产品"},"translate_title":"建筑产品公司将需要更高的价格来抵消关税的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FBIN":0.9},"content_text":"1448 ET - Building product companies need to raise prices on average by 1.5% to offset the impact of tariffs, says BofA Securities in a research note. The analysts say Fortune Brands Innovations will need a 6% price increase. The maker of Master Lock security products, Moen faucets and other home goods is among the companies the analysts expect to be most impacted by the tariffs as they've shifted production out of China into southeast Asia in recent years, but still have China exposure. \"On average, we see an unmitigated EPS impact of 20% for building products in our coverage, but there is a wide variance depending on import sourcing, country exposure and gross margin,\" say the analysts. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2025 14:48 ET (18:48 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}