Tristan Thomas's questions to Patrick Industries Inc (PATK) leadership • Q2 2025
Question
Tristan Thomas Martin inquired about the margin profile of engineered products, the catalysts for dealer restocking, and the potential for innovation to drive industry mix shifts.
Answer
CEO Andy Nemeth stated that higher-engineered products carry better margins and help customers manage costs. He identified improved consumer affordability, interest rate relief, and higher consumer confidence as key catalysts for dealer restocking. President - RV, Jeffrey Rodino, added that a combination of macroeconomic help and OEM innovation will be needed to encourage trade-ups.