Matthew Bully

“Wanted to touch on the overall guide for the year. So obviously unchanged questions really just around some of the moving pieces in that. Seems like in the quarter, maybe you got a little bit of positive price.”

“I think you said at the top that there was a $100 million opportunity with some of these tertiary players in decking and railing. So the question is, if you sort of look back, kind of where would that number have been, let's say, a year or two ago?”

“Secondly, maybe if we look back on the tariffs and how that's impacted your competitive positioning, I guess I'm looking for sort of a postmortem on it. Maybe that's too strong a word.”

“I wanted to ask another one on the build to rent side. I think, Ryan, you just alluded to that. I think I heard you say you were, I guess, if I paraphrase, glad you didn't lean as much into it as you could have.”

“If I'm hearing you correctly, I mean, it sounds like that Q2 guide is reflecting of your increase in incentives over the past quarter in terms of what you're selling.”