Hamir Patel's questions to Weyerhaeuser Co (WY) leadership • Q1 2025
Question
Hamir Patel requested more detail on the customers and regions showing interest in transitioning from SPF to Southern Yellow Pine (SYP). He also asked if the repair and remodel (R&R) market is expected to achieve growth in 2025 despite a slow start.
Answer
CEO Devin Stockfish identified the Midwest as a key region for SYP interest, with inquiries coming from a broad customer base including dealers and home improvement retailers. He attributed this to long-term supply shifts. For R&R, he expressed optimism for a pickup later in the year, driven by high home equity and deferred projects, and stated that despite near-term uncertainty, the company still expects a good year overall.