I did an April home builder commentary 🧵last week, switching to building material dealers this week (companies making/selling products to home builders). We asked, “What worries you the most, regarding your business & the remainder of 2021?” Here’s what followed…
“Material cost volatility degrading margins for the duration of the year; labor availability is a close second.”
“Continued supply chain disruptions and product availability.”
“Lumber and labor prices getting too high which will price many buyers out of the market and increase cancellations.”
“High lumber and panel prices continuing to dissuade homeowners from proceeding with various housing projects.”
“Availability of material and price increases that cannot be passed on to the customer.”
“Finding qualified labor and price uncertainty.”
“Having enough supply to keep up with the surge in demand.”
“Increasing mortgage rates, inflation, and product prices and shortages.”
END OF 🧵
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