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Dec 15, 2025

BuildDirect: Direct-Sourcing Economics & Vertical Integration Pivot

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BuildDirectcom•CAFloor & DecorThe Home DepotLowesConsumer Discretionary
Nov 24, 2025

Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity

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Floor & Decor•US•Mid CapThe Home DepotLowesBuildDirectcomQXOMohawk IndustriesTarkett S.A.Shaw FloorsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation TechnologyIndustrials
Nov 13, 2025

Floor & Decor: Container Economics & Stockout-Smart Logistics

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Floor & Decor•US•Mid CapThe Home DepotBuildDirectcomQXOLowesMenardsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation Technology
Nov 11, 2025

Floor & Decor: Direct Sourcing & Retail Strategy

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Floor & Decor•US•Mid CapBuildDirectcomQXOLowesThe Home DepotMohawk IndustriesMenardsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation Technology
Nov 10, 2025

BuildDirect: E-Commerce Turnaround, Unit Economics & Pro-Channel Strategy

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BuildDirectcom•CAFloor & DecorThe Home DepotLowesMenardsMohawk IndustriesTarkett S.A.Consumer DiscretionaryIndustrials
Aug 29, 2025

QXO, Builders FirstSource, Home Depot: Advantage of One-Stop Building Product Distribution

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QXO•US•Large CapGAF RoofingBuilders FirstSourceBeacon Roofing SupplyCarlisle CompaniesThe Home DepotLowesFloor & DecorScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary

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