Two days, two giants, two sobering outlooks. KB Home joins Lennar in signaling deepening headwinds on both the cost and buyer sides of the market.| The Builder's Daily
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.| The Builder's Daily
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.| The Builder's Daily
July orders rose 3.2% despite the season’s usual slowdown. Incentives climbed, margins fell, and community counts grew 17% year over year.| The Builder's Daily
After 15 years of striving, and an existential close call or two, Smith Douglas' founder-led arc of operational excellence, durability as a brand, and big-time impact as a business synced up in a bid to go public with impeccable timing.| The Builder's Daily
