Question · Q2 2026
Aysher Sohnen asked about any changes in the competitive environment from the prior quarter, particularly in response to slowing residential demand, and inquired which product groups are most exposed to the residential end markets, and if the anticipated residential slowdown would drive any shifts in inventory positioning strategy.
Answer
Mark Witkowski (CEO) stated there has been no meaningful change in the competitive environment, describing it as typical for several quarters, with Core & Main's stability being valued by customers. He clarified that fire protection is more focused on non-residential/multifamily, while other end markets have a standard product mix. He added that resource allocation is adjusted by shifting headcount and resources to growth areas from softer residential markets, rather than major inventory strategy shifts.