{"id":34109,"date":"2025-06-19T23:42:23","date_gmt":"2025-06-19T23:42:23","guid":{"rendered":"https:\/\/quantfury.com\/?p=34109"},"modified":"2025-07-25T16:51:46","modified_gmt":"2025-07-25T16:51:46","slug":"sherwin","status":"publish","type":"post","link":"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/sherwin\/","title":{"rendered":"Sherwin-Williams est\u00e1 querendo brilhar, apesar da queda no setor imobili\u00e1rio"},"content":{"rendered":"\n

Uma retra\u00e7\u00e3o do setor imobili\u00e1rio geralmente n\u00e3o ajuda as empresas de tintas. Isso porque h\u00e1 menos pessoas comprando casas que poderiam querer pintar, e os propriet\u00e1rios atuais podem n\u00e3o se entusiasmar em fazer novos trabalhos de pintura.<\/p>\n\n\n\n

Mas esse n\u00e3o tem sido o caso da Sherwin-Williams (NYSE: SHW<\/a>) durante a atual desacelera\u00e7\u00e3o do setor imobili\u00e1rio. Fundada em 1866, ela \u00e9 a maior empresa de tintas e revestimentos do mundo em receita. Possui mais de 5.000 lojas pr\u00f3prias.<\/p>\n\n\n\n

As a\u00e7\u00f5es da empresa subiram 9,5% no decorrer do \u00faltimo ano, ligeiramente acima dos 9,3% do \u00edndice S&P 500. (Vale notar que as a\u00e7\u00f5es da Sherwin-Williams ca\u00edram 7% na semana passada ap\u00f3s um rebaixamento de classifica\u00e7\u00e3o feito pelo Citigroup.)<\/p>\n\n\n\n

Quanto aos pontos fortes da empresa, o primeiro destaque \u00e9 a tinta de alta qualidade, o que explica por que ela est\u00e1 no mercado h\u00e1 quase 160 anos.<\/p>\n\n\n\n

\u201cMarca mais confi\u00e1vel\u201d<\/h2>\n\n\n\n

<\/p>\n\n\n\n

\u201cSherwin-Williams \u00e9 uma das marcas mais confi\u00e1veis na ind\u00fastria de tintas residenciais, produzindo produtos de alta qualidade vendidos a pre\u00e7os premium\u201d, escreveu o analista da Morningstar, Spencer Liberman.<\/p>\n\n\n\n

\u201cA sua tinta \u00e9 bem conhecida no setor por possuir caracter\u00edsticas desej\u00e1veis, incluindo cobertura (menos dem\u00e3os necess\u00e1rias), durabilidade (dura mais tempo), tempo de cura (menos tempo de espera) e facilidade de aplica\u00e7\u00e3o.\u201d Tempo de cura \u00e9 o per\u00edodo necess\u00e1rio para que a tinta endure\u00e7a completamente, e n\u00e3o apenas seque.<\/p>\n\n\n\n

A onipresen\u00e7a das lojas da Sherwin-Williams faz com que seja conveniente para pintores profissionais realizarem neg\u00f3cios l\u00e1. A empresa abriu 95 novas lojas no ano passado. Para os adeptos do \u201cfa\u00e7a voc\u00ea mesmo\u201d, a empresa tamb\u00e9m vende suas tintas em um acordo exclusivo com a Lowe\u2019s (NYSE: LOW<\/a>) e na Menards, a terceira maior rede focada em melhorias para o lar dos EUA.<\/p>\n\n\n\n

No que diz respeito aos pintores profissionais, a Sherwin-Williams se beneficia do fato de que esses profissionais se preocupam mais com qualidade, facilidade de uso e disponibilidade do que com o custo da tinta, segundo Liberman. Isso porque a m\u00e3o de obra representa de 80% a 90% dos seus custos, e os materiais apenas de 10% a 20%. Ent\u00e3o, eles est\u00e3o dispostos a pagar mais pela Sherwin.<\/p>\n\n\n\n

Pequeno impacto das tarifas<\/h2>\n\n\n\n

<\/p>\n\n\n\n

As tarifas tamb\u00e9m tem pouco impacto na empresa. \u201cAproximadamente 80% da nossa receita consolidada \u00e9 nos EUA, com menos de 2% na China,\u201d disse a CEO da Sherwin, Heidi Petz, na teleconfer\u00eancia de resultados de abril da empresa.<\/p>\n\n\n\n

\u201cAl\u00e9m disso, a grande maioria de nossas mat\u00e9rias-primas \u00e9 adquirida na regi\u00e3o onde estivermos fabricando. Sempre que h\u00e1 uma interrup\u00e7\u00e3o, h\u00e1 uma oportunidade \u00fanica de demonstrarmos o que torna a Sherwin-Williams t\u00e3o \u00fanica.\u201d<\/p>\n\n\n\n

Portanto, a Sherwin-Williams, parece estar em uma situa\u00e7\u00e3o favor\u00e1vel agora. \u201cMesmo com o mercado final ainda fragilizado, a empresa tem mostrado capacidade de proteger suas margens e aumentar sua participa\u00e7\u00e3o de mercado,\u201d disse Joseph Ghio, analista da Williams Jones Wealth Management, \u00e0 Barron\u2019s.<\/p>\n\n\n\n

Mas vale lembrar que a empresa n\u00e3o est\u00e1 totalmente imune \u00e0 crise do setor imobili\u00e1rio. As vendas ca\u00edram 1,1% no primeiro trimestre em rela\u00e7\u00e3o ao ano anterior. N\u00e3o h\u00e1 garantia de que a Sherwin ter\u00e1 bom desempenho ou que suas a\u00e7\u00f5es subir\u00e3o.<\/p>\n","protected":false},"excerpt":{"rendered":"

Uma retra\u00e7\u00e3o do setor imobili\u00e1rio geralmente n\u00e3o ajuda as empresas de tintas. Isso porque h\u00e1 menos pessoas comprando casas que poderiam querer pintar, e os propriet\u00e1rios atuais podem n\u00e3o se entusiasmar em fazer novos trabalhos de pintura. Mas esse n\u00e3o tem sido o caso da Sherwin-Williams (NYSE: SHW) durante a atual desacelera\u00e7\u00e3o do setor imobili\u00e1rio. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-34109","post","type-post","status-publish","format-standard","hentry","category-insights-do-mercado"],"acf":[],"yoast_head":"\nSherwin-Williams est\u00e1 querendo brilhar, apesar da queda no setor imobili\u00e1rio | Quantfury<\/title>\n<meta name=\"description\" content=\"Mas esse n\u00e3o tem sido o caso da Sherwin-Williams (NYSE: SHW) durante a atual desacelera\u00e7\u00e3o do setor imobili\u00e1rio.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/sherwin\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sherwin-Williams est\u00e1 querendo brilhar, apesar da queda no setor imobili\u00e1rio | Quantfury\" \/>\n<meta property=\"og:description\" content=\"Mas esse n\u00e3o tem sido o caso da Sherwin-Williams (NYSE: SHW) durante a atual desacelera\u00e7\u00e3o do setor imobili\u00e1rio.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/sherwin\/\" \/>\n<meta property=\"og:site_name\" content=\"Quantfury\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-19T23:42:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-25T16:51:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/quantfury.com\/wp-content\/uploads\/2025\/06\/Sherwin-Williams.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1536\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Quantfury\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"Uma retra\u00e7\u00e3o do setor imobili\u00e1rio geralmente n\u00e3o ajuda as empresas de tintas. 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