Housing DemandThe pathway to intrinsic value has become tougher with housing demand flat or down and the timeline on rebound getting pushed out.
Macroeconomic ConditionsRisks include the success of acquisition discussions, macroeconomic conditions, financial leverage, and weather.
Weather ImpactSevere winter weather across large portions of the country has impacted the industry and Beacon's experience, with 1Q25 sales expected to be down 3-5%.