Peterson

Peterson asked for more insight into the company's experience with its one-step dealer network, including perceptions, business impact, and strategic positioning of the channel mix. He also followed up on the strong performance in Premium Decking, asking how much a varied channel mix relative to peers contributes to their success.

Answer

CEO Aaron Erter clarified that Boise is a distribution partner, not a commercial synergy, and emphasized strong relationships with one-step dealers. He highlighted the value proposition of the combined companies, particularly in PVC trim, driven by demand creation through downstream marketing, outstanding products, service, and leading brands like TimberTech, James Hardie, and AZEK trim. President of AZEK Residential Jon Skelly attributed Premium Decking's success to consistent execution of shelf space gains and channel expansion, particularly in the pro-leaning Independent Pro Channel, and the powerful joint conversations enabled by James Hardie's relationships in the one-step channel.

Peterson asked about the company's experiences with its OneStep dealer network, including perceptions, business impact, and the strategic positioning of its channel mix. He also inquired how a varied channel mix, relative to peers, contributes to the strong performance in premium decking.

Answer

CEO Aaron Erter clarified that Boise Cascade is a distribution partner, not a commercial synergy, and highlighted strong relationships with OneStep dealers. He noted early wins in PVC trim due to the complete value proposition and demand creation driven by strong brands (TimberTech, James Hardie, AZEK trim) and service. Jon Skelly, President of AZEK Residential, attributed strong premium decking performance to consistent execution of channel expansion, shelf space gains, and a pro-leaning business model. He emphasized the critical role of the independent pro channel and how the combined James Hardie/AZEK relationship strengthens conversations with roofing and siding-focused OneStep dealers.