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
