TBDLumber and building materials
Leadership
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.
Policy
Oval Reach: White House Plan To Bolster Building Supply Chain
The Biden-Harris Administration's 100-day review of the U.S. supply chain crisis across key sectors gives specific focus to what ails homebuilders now. Is that a good thing?
Leadership
Material Crisis Can Pivot Into Material Opportunity: Here's How
Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?
Leadership
Chain Reaction: How Will Builders Respond To Input Pressures?
Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.
Products
With Cash From Record Profits, LBM Deals Shake Up Rankings, Portend M&A Arms Race
TBD explores what this week's building channel consolidation moves mean for builders and for the building and real estate landscape in the months ahead.
Leadership
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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Lumber and building materials
Leadership 06.08.21
When Strategy Backfires: Producers' Role In Supply Shock
The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.
Policy 06.08.21
Oval Reach: White House Plan To Bolster Building Supply Chain
The Biden-Harris Administration's 100-day review of the U.S. supply chain crisis across key sectors gives specific focus to what ails homebuilders now. Is that a good thing?
Leadership 06.03.21
Material Crisis Can Pivot Into Material Opportunity: Here's How
Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?
Leadership 06.01.21
Chain Reaction: How Will Builders Respond To Input Pressures?
Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.
Products 05.27.21
With Cash From Record Profits, LBM Deals Shake Up Rankings, Portend M&A Arms Race
TBD explores what this week's building channel consolidation moves mean for builders and for the building and real estate landscape in the months ahead.
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