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Adi Madan

Research Analyst at D.A. Davidson

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Adi Madan's questions to BlueLinx Holdings (BXC) leadership

Question · Q4 2025

Adi Madan from D.A. Davidson asked about the incremental costs associated with BlueLinx's AI focus compared to a traditional e-commerce platform, any rough timeline for rolling out AI-driven solutions, and the M&A pipeline for West Coast expansion to complement Disdero versus share buybacks.

Answer

Shyam Reddy, Chief Executive Officer, stated that a timeline for AI rollout is uncertain due to rapid development, and incremental costs for internal AI use are currently immaterial compared to traditional e-commerce platforms. He explained the focus is on internal productivity and exploring future AI applications for client-facing tasks. Regarding M&A, Mr. Reddy confirmed a two-pronged strategy of growing specialty product mix and geographic expansion, noting Disdero achieved both, and mentioned a pipeline of potential targets for opportunistic evaluation.

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