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Partner Interview
Published October 25, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Executive Bio

Former Executive VP of Strategic Accounts at Builders FirstSource

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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My belief is that Builders FirstSource, the largest building materials supplier in the United States, should have a cost advantage over virtually all of its competitors due to its scale, locations, network density, and SKUs. Maybe not in every market, but in the aggregate, these factors historically translate into a cost advantage. Can you speak to whether that is true or not?

When you think about driving efficiencies and cost savings, it's not just about being a bigger company and buying better. It's about creating a more efficient footprint.

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