Longbow Research

Longbow Research has published their quarterly survey of US aggregates and cement industry contacts. The survey provides insight on current price and volume trends as well as perspective on how these industry professionals are thinking about 2H24 and 2025. #aggregates #cement #research #equityresearch

Longbow Research published today its 3Q Survey of Roofing Distributors covering market fundamentals in both residential and commercial roofing markets. The report provides perspective on 3Q trends in pricing, unit volumes, mix, inventories, promotional programs and more. The report also provides insight on how these market conditions are expected to impact 3Q earnings expectations for industry participants Owens Corning, Beacon Roofing and Carlisle.

Longbow Research has published the results of their 2Q Survey of Snap-on Tools Franchisees. The report highlights current business conditions in the US mobile tool industry and provides specific insights on sales velocities, franchisee inventory levels, promotional activity, credit conditions and more. To learn more about Longbow Research and their sector coverage, please visit www.longbowresearch.com #SnapOn

Longbow Research has published its more recent survey of business conditions for Toro outdoor power equipment dealers. The survey offers insight into end market demand conditions in a variety of verticals including golf, landscape contractor, municipal maintenance, and residential as well as takeaways from specialty construction equipment. The report also provides a look at field inventory dynamics within these verticals as well as quotes from many of the survey respondents that offer further color on market conditions. The Toro Company #powerequipment #constructionequipment

Longbow Research has published its 1Q Home Center Preview covering our expectations for results to be released beginning next week. Longbow's bottom's-up analysis of vendors' reported 1Q growth has historically proven to be a reliable indicator for the home centers results and is reviewed in this report. #homeimprovement

Longbow Research recently published its review of the 1Q wholesale unit shipment data released by the Association of Home Appliance Manufacturers (AHAM). The note reviews the data broken down on a monthly basis and provides analysis on the results. #AHAM

Longbow Research has published a short note on the recreational marine industry following recent March registration data reported by SSI that pointed to declining unit sales for the seventh time over the past eight months. March is generally considered an off-season month for the boating business, but the year over year declines raise questions about boat show orders and upcoming 2024 demand. #recreationalmarine

Longbow Research has published their quarterly survey of US aggregates and cement industry contacts. The survey provides insight on current price and volume trends as well as perspective on how these industry professionals are thinking about 2H24 and 2025. #aggregates #cement

Longbow Research recently published a short flash note "February Powersports Registrations: ORV and Motorcycles Up Yr/Yr" outlining the most recent trends in ORV and motorcycle registration data for the month of February. This data, prepared by SSI, serves as a proxy for retail sales. Within the note, we have provided a historical context by category as well as comparisons with Polaris (PII-Neutral) and Harley Davidson (HOG-Neutral) 2024 guidance. To learn more about Longbow Research, please visit www.longbowresearch.com

Longbow Research has published three new reports digging into 1Q market fundamentals in various consumer and industrial verticals. Our Survey of Powersports Dealers provides specific focus on Polaris and their ORV and Indian motorcycle lines. Our Survey of Roofing Distributors provides specific focus on Owens Corning, Beacon Roofing in residential shingles and Carlisle in commercial low-slope single ply. Finally, our Survey of Snap On Franchisees sheds light on the NA mobile tool sales industry as seen by our franchisee contacts.