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do you have any thoughts on potential additional restructuring initiatives in the region given the environment
if the timing of any strategic decision on that is dependent on the potential announcement of the strategic review in China?
how are you seeing some of them behave in this market environment? And are you seeing some smaller players exiting capacity?
I think you mentioned last quarter, Q1 would be the low point for the year. But obviously, it sits on the midpoint of the revised range.
when you think about the outlook for modular housing, how should you consider this opportunity as part of your growth strategy in general?
The builders have been talking extensively about their desire to lower the stick and brick cost this year. Can you talk about some of the discussions that you have with the builders today?
are you considering incremental productivity actions as an asset? And maybe taking a step back, can you talk about your ability to service demand should we see a faster-than-expected pickup
how do you think about this multifamily recovery? How is it embedding in your scenarios for next year given the green shoot noted in your prepared remarks?
I would like to talk about reduction in productivity savings expectation that you had for this year. Can you talk through the reasons behind that decline?
what basically are the biggest pushback or inherent problem that are limiting the adoption? Is it really just driven by the market?
can you talk about how you expect this to flow through your commodity inflation expectations for 2025? And how are those higher lumber prices impacting the mix of value-add?
what factors lead your confidence to reaching that $200 million target in 2025?
how are you positioning the business against potential tariffs across your portfolio
do you see risks of more degradation in your value-added content in there? And how is this factoring into your current guide expectations
Can you talk about the opportunities you're seeing there relative to your larger markets and how this influences your ability to outperform the market next year
this suggests the potential for ASP pressure continuing into fiscal '26. I guess, first, is this a fair assumption