# If Masco moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/masco · Facet: ripple · Updated: 2026-10-22T16:05:31.637435+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Masco is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 2 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-10-22).

In 2021, Home Depot gained 59.5% and Lowe’s 63.3%; Masco rose 29.6%, lagging the demand end. In 2022, Masco fell 32.1%, more than Home Depot’s 22.0% and Lowe’s 21.5% declines. By October 21, 2026, Masco was up 19.1% year to date, ahead of Home Depot at -6.7% and Lowe’s at -17.2%. Yet Masco’s Q2 2026 sales fell 3% year over year on lower North American volume, while plumbing commodity costs rose. Its $2.9 billion of FY2025 sales to Home Depot represented about 38% of consolidated sales, but quarterly customer-level sales for 2026 are undisclosed. The supplier’s share-price lead therefore does not establish rising retailer orders. The next tests are Home Depot comparable sales and a recovery in Masco paint and plumbing volumes. Metal and coatings suppliers remain unnamed, preventing a separate return-propagation test on the input side.

## Demand chain (leading)
- T1 The Home Depot, Inc. (https://valuechain.wiki/home-depot.md)
- T1 Lowe's Companies, Inc. (https://valuechain.wiki/lowes.md)

---
Full node: https://valuechain.wiki/masco.md · JSON: https://valuechain.wiki/masco.json