Quikrete Industry Dashboard
There is much in the line of encouraging metrics on the latest version of the Quikrete Industry Dashboard. NAICS 444 sales are up for November (compared to the same month last year). Housing starts are up for November. Single-family starts at their highest pace since April of 2007.
The most recent data on hardware stores – NAICS 44413 – also show gains on a monthly and annual basis for the month of October.
Stocks continue their year over year gains, led by BMC, up 70%. And not far behind are DE, BLDR and TSCO.
Coming soon to the Dashboard: Existing home sales will be reported by the National Realtors Association on Dec. 22.