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7min chapter
Boeing Report, US Retail Sales
Bloomberg Intelligence
Impact of Interest Rates and Builder Strategies on Lenard and KB Home
The chapter delves into Lenard's stock decline due to missing expectations and concerns about gross margin guidance, discussing the need to incentivize buyers in a high mortgage rate environment. It contrasts Lenard with KB Home, emphasizing the latter's focus on entry-level buyers and affordability, highlighting the importance of understanding buyer behavior and pricing sensitivity in different market segments. The discussion also touches on the potential impact of decreasing mortgage rates on builders and how economic conditions influence builder incentives and home design strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode