As someone who works for probably the largest material supplier nationwide (i am outside sales directly to the end user contractors) aside from pricing of materials and shortages, most of our salesmen who deal directly with framers and housing are down 20-30% yoy and doesn’t look like it’s getting any better. We have even pushed back our ipo because of probably exactly what you’re questioning. May not be a bad bet
bLACK_mARCUS t1_j26k5l0 wrote
Reply to Thoughts on Buying Puts for Home Construction companies by Realistic_Weight_703
As someone who works for probably the largest material supplier nationwide (i am outside sales directly to the end user contractors) aside from pricing of materials and shortages, most of our salesmen who deal directly with framers and housing are down 20-30% yoy and doesn’t look like it’s getting any better. We have even pushed back our ipo because of probably exactly what you’re questioning. May not be a bad bet