Trevor Allinson

“Eric, I wanted to follow up on the raise the gross margin guidance for the second quarter in a row. That is despite mortgage rates moving higher through the quarter.”

“The publics seem to be willing to trade some volume here to protect their gross margins. Are you seeing similar actions out of your private customers? And then the publics have also been very vocal about not taking on some of the price increases that the building product companies are pushing.”

“A follow-up question on your inflation expectations. I think a peer of yours yesterday was talking about pain inflation, maybe exiting the year closer to a high single bidder.”

“And you mentioned built-to-order was 45% of your orders in two queues, so good progress there. How should we think about a built-to-order percentage of your orders in the second half of the year, and then any update on your expected timeline to hit your 60% target?”

“First question is back on incentives and your rate buy-down program with rates moving higher through the quarter. Have you made any adjustments to those programs?”