IP InterviewPublished March 11, 2022
POOLCORP: Installations, Competition, & Vertical Integration
inpractise.com/articles/poolcorp-new-installations-competition-and-vertical-integration
Executive Bio
Jeffrey Moeckel
Former Regional Director at POOLCORP
Why is this interview interesting?
- Dealers are fully-booked until 2023/24
- New installations could decline 20-30% from 2024 as market normalises
- Fibreglass pools has the potential to increase the number of pools installed in the long run
- The culture of POOL has substantially changed since Manny retired
- Heritage threatens POOL by offering a more attractive way for distributors to sell out
- Owning pinch-a-penny potentially puts dealer relationships at risk
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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