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Channel Intelligence: The New Construction Supply 150 Is In
Craig Webb's deep dive in to who and what's driving the construction materials supply channel will help you navigate the tricky months ahead to deliver new homes.
No matter how you want to look at it, there's no getting around the fact that what characterizes real estate and construction's current state is a tortured construct:
Supply-constrained.
This morning's WSJ blares the latest of the headlines on industry wide supply woes.
Truckers Expect U.S. Transport Capacity Crunch to Persist
If you can build it, they will come. If you can't – which, now, is a sharp, harsh reality – bad things can happen.
That's why better intelligence in to where, and how, and who makes supply – particularly in construction's building and materials sales channel – is critical. And there's no better, more timely, and more evidence-based a source than the brand new "Construction Supply 150," now available free at www.webb-analytics.com.
Our TBD Dream Team LBM channel-meister Craig Webb notes:
The 150 companies that accounted for 82% of America’s retail building material and supplies sales in 2020 racked up $312.59 billion in sales last year, 18.6% more than they recorded in 2019 ... The Home Depot and Lowe’s grabbed 54.1% of that $312.59 billion and finished with a 22.5% rise in sales. Outside those two, the remaining CS150 members posted a 9.6% gain in sales to total $103.62 billion.
All told, sales gainers beat sales decliners 137 to 13. Home centers and hardware chains on the list often recorded gains of more than 40%. In contrast, most of the companies with tepid or negative results are firms that specialize in serving the multifamily and commercial parts of construction—two sectors depressed by the pandemic.
You can check out a sneak peak of Webb's rich data resource here:
