Andrew Carter

“Just kind of backing into what you said on the fiberglass, taking out the M&A from in-ground pools, I think you said all the growth was primarily fiberglass, then making kind of an assumption in that 77% range for last year would imply like a high teens growth rate for the fiberglass pools business in the quarter.”

“So I guess I'll start on the decorators. You lowered the number for the year down to 85, and the backlog went down. I wanted to ask, are there any cancellations that you're seeing in the backlog?”

“I wanted to ask, and I know what I'm kind of thinking through on your actual pricing is kind of difficult, but I think you would be probably, from what you're saying at retail and what's flowing through, somewhere in the kind of mid to high single-digit range.”

“First question I wanted to ask about the national retail business taking a step back on shipments. Could you share what the POS trends were in the quarter, what they were year to date?”

“It's interesting that you said all the kind of distribution announcements were kind of within your expectations. And I think I would argue there's probably some opportunities to partner with Boise Cascade for outside distribution.”