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Building Products, Homecenters and Existing Home Sales Update
Building Products

Building Products, Homecenters and Existing Home Sales Update

Ryan, McClaran and Marius provided their perspectives on recent survey takeaways, company-specific views, and insights into near-term existing home sales trends.

Section Start Times:
01:13 — Existing Home Sales
08:58 — Building Products
11:45 — Homecenters

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Building Products, Homecenters and Existing Home Sales Update Building Products

Building Products, Homecenters and Existing Home Sales Update

Ryan, McClaran and Marius provided their perspectives on recent survey takeaways, company-specific views, and insights into near-term existing home sales trends.

Section Start Times:
01:13 — Existing Home Sales
08:58 — Building Products
11:45 — Homecenters

Beneath the Surface: What’s Driving Today’s Flooring Market? Building Products

Beneath the Surface: What’s Driving Today’s Flooring Market?

McClaran and Marius hosted a spotlight call with Jeff Striegel, President of Elias Wilf, a leading Mid-Atlantic specialty flooring distributor serving both residential and commercial markets. They explored the key forces shaping the flooring industry, from evolving demand patterns to pricing trends and market dynamics.

Macro Outlook of the Housing Ecosystem Homebuilding

Macro Outlook of the Housing Ecosystem

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Our macro housing forecasts thoroughly capture our latest insights, canvassing over 40 data points, many of which are proprietary. You can view the slide deck here.

Section Start Times:
01:23 — Mortgage and Existing Homes For-Sale  
07:40 — Homebuilding
17:54 — Manufactured Housing
21:36 — Single-Family Rental
24:25 — Multifamily Rental
26:52 — Homecenters and Consumer
30:45 — Building Products
32:36 — Overall Zelman Macro

Building Products, Homecenters and Existing Home Sales Update Building Products

Building Products, Homecenters and Existing Home Sales Update

Hear from our analysts as they provide their thoughts on recent survey takeaways, company-specific views and insights into near-term existing home sales trends.

Section Start Times:
0:05 — Existing Home Sales
08:43 — Building Products
15:58 — Homecenters

Base Camp - Homebuilding & Manufactured Housing Panel Homebuilding

Base Camp - Homebuilding & Manufactured Housing Panel

Our Homebuilding & Manufactured Housing Panel provided a real-time update on sales trends during the early stages of the pivotal spring selling season. Other topics included the pricing and incentive environment, cost inflation, price point and market trends, public policy initiatives and the M&A outlook within the homebuilding industry.

Key Points In The Session:

09:01 —  Recent Demand Trends
14:35 —  Price Point and Geographic Commentary
16:36 —  Manufactured Housing Versus Site Built
18:11 —  Pricing and Incentives
28:38 —  Gross Margin Outlook
36:24 —  Construction Costs And Tariffs
39:33 —  Spec Position
46:59 —  Policy (Single-Family)
52:41 —  Policy (Manufactured Housing)
57:11 —  M&A

Base Camp - Consumer Panel Consumer

Base Camp - Consumer Panel

Our Consumer Panel provided an on-the-ground read of the home furnishings market as the industry looks ahead to 2026. Topics included demand and traffic trends versus average ticket, margin and pricing dynamics, price point performance and trade-down behavior, and the evolving impact of Wayfair and ecommerce. We also discussed tariffs and sourcing, the role of AI and new visualization tools in the shopping journey, advertising effectiveness as search evolves, and the outlook for consolidation and onshoring.
Base Camp - Base Camp - Building Products Panel Building Products

Base Camp - Base Camp - Building Products Panel

Our Building Products Panel discussed a wide variety of topics. From a residential end market perspective, executives are expecting a flattish single-family new construction market in 2026, as well as a flattish home improvement backdrop. Non-residential channel activity is projected to remain a modest outperformer from a top-line perspective. We also discussed pricing power, input costs, margins, inventory levels and capital allocation priorities.

Key Points In The Session:

06:20 — Builder Channel Activity
26:24 — Multi-Family Outlook
30:26 — Home Improvement Trends
25:05 — Non-Residential Demand
37:23 — Pricing
39:40 — Costs and Margins
50:32 — Channel Inventories
54:01 — Capital Allocation / Capex Priorities