Jeffrey Stevenson

Can you talk about the size, value, and complexity of single-family housing starts this year

I was wondering if you could provide any more color on the $50 million reduction in CapEx guidance

I wondered if you've seen any improvement in industry supply-demand imbalances as we move through the back half of the year?

I wondered if the M&A pipeline has started to see some improvement as the year progressed.

you're seeing any benefit from improved seller expectations or whether potential sellers are pulling back right now

I wondered if they were positive in the first quarter? And then Peter, you talked about some of the labor disruptions we've seen due to the administration's immigration policy

on a year-over-year basis, are you expecting single-family mix headwinds to moderate as we move through fiscal '25

historically, what percentage of first-quarter sales are from March? And could you experience some pent-up demand if weather cooperates