Furnishings, Fixtures & Appliances · Consumer Cyclical
Susan Maklari
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
About Susan Maklari
Susan Maklari is recorded as Analyst at Goldman Sachs. Susan Maklari has spoken on 11 earnings calls across 7 companies, most recently for Meritage Homes CORP on July 30, 2026. Those appearances were for Somnigroup International Inc. (SGI), Masco Corp (MAS), Meritage Homes CORP (MTH), Horton D R Inc (DHI), BOISE CASCADE Co (BCC) and 2 other companies. The companies whose calls Susan Maklari spoke on are classified in the Consumer Cyclical, Industrials and Basic Materials sectors.
Susan Maklari on recent calls
“The 6% savings that you've realized is impressive there. Can you talk a bit more about what is driving that and how you're thinking about the ability to realize further incremental benefits in the coming quarters?”
“And then, you know, thinking about the priorities of capital allocation, you reiterated the guide for the $2.5 billion of buybacks. I guess considering where you are already coming into this quarter and the seasonality of the cash flows, how should we think about the potential for some upside there?”
“My first question is around thinking of the environment that we're in and that increase in macro uncertainty that we've seen at the end of the first quarter. Has that had any impact on the mix you're seeing between sales coming out of the warehouse versus direct?”
“I want to talk about the longer term growth path, but the changes in leadership that you announced this week, you now have the heads of those four key businesses reporting directly to you, John.”
“My first question is staying on OSB, can you talk a bit about how you're thinking of the outlook for demand? The builders have largely talked about their start this year being up low single digits.”
Affiliation history
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Goldman Sachs
Analyst
Source not stated
Current
Company network
MAS
Building Products & Equipment · Industrials
Residential Construction · Consumer Cyclical
DHI
Residential Construction · Consumer Cyclical
BCC
Lumber & Wood Production · Basic Materials
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials