Home Improvement / Building Materials

1. Macro-Economic Overview: U.S. GDP
2. Macro-Economic Overview Continued: U.S. Unemployment
3. Macro-Economic Overview Continued: Housing Starts
4. Macro-Economic Overview Continued: Regional Building Data
5. Macro-Economic Overview Continued: Key Commodity Prices
6. Sales (TTM)
7. Store Count
8. Comparable Store Sales (YTD)
9. Gross Margin (TTM)
10. SG&A Margin (TTM)
11. EBITDA Margin (TTM)
12. Merger Activity
13. Spotlight On: Home Depot / HD Supply
14. Spotlight On: Builders FirstSource / BMC Holdings
15. Spotlight On: Builders FirstSource / BMC Holdings Continued
16. Spotlight On: WESCO / Anixter
17. Capex Margin (TTM)
18. TTM Free Cash Flow / TTM Sales
19. ARMS Payment Trends
20. Percentage Available Under Credit Facility
21. Total Debt to TTM EBITDA
22. TTM Interest Coverage
23. Credit Rating
24. 2Q21 Quick Summary
25. Thank You

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