Matthew McCallor's questions to WEST FRASER TIMBER (WFG) leadership • Q2 2025
Question
Matthew McCallor from RBC Capital Markets asked whether the company is observing any pre-buying or inventory accumulation of SPF lumber in the U.S. in anticipation of higher duty rates taking effect.
Answer
SVP of Sales and Marketing Matt Tobin responded that they have not seen a noticeable change in customer purchasing patterns. He noted that in uncertain economic environments, customers typically do not increase purchasing and are currently focused on managing inventory to meet immediate demand.