Susan Marie Maklari's questions to POOL (POOL) leadership • Q3 2025
Question
Susan Marie Maklari asked about early signs of stabilization in new pool construction and remodel activity, inquiring about the driving factors and expected trends for late 2025 and early 2026. She also questioned the accelerated innovation spend, its implications for investments and trends into year-end, and how it positions Pool Corporation to outgrow the market.
Answer
President and CEO Peter Arvan noted that permit data is sporadic but overall activity has firmed up, with encouraging growth in building materials sales. He believes further interest rate cuts are needed to motivate entry-level pool buyers. Regarding innovation, Mr. Arvan detailed investments in POOL360 for enhanced customer experience, water test technology, and B2B tools, emphasizing their role in driving productivity and market growth. He also highlighted the industry's need for new product technology to stimulate backyard investments.