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    Bluelinx Holdings Inc (BXC)

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    BlueLinx Holdings Inc. is a leading U.S. wholesale distributor of residential and commercial building products. The company operates across all 50 states, leveraging a broad geographic footprint and a locally focused sales force. BlueLinx distributes a wide range of building products, including both branded and private-label SKUs, across various categories such as lumber, panels, engineered wood, siding, millwork, and industrial products.

    1. Specialty Products - Includes branded and private-label SKUs such as siding, millwork, engineered wood, and industrial products, contributing significantly to the company's revenue.

      • Siding - Offers a variety of siding options for residential and commercial buildings.
      • Millwork - Provides custom and standard millwork products for construction and renovation projects.
      • Engineered Wood - Supplies engineered wood products for structural and decorative applications.
      • Industrial Products - Distributes industrial-grade building materials for various applications.
    2. Structural Products - Comprises lumber, panels, and other commodity wood products, forming a substantial part of the company's offerings.

      • Lumber - Distributes a wide range of lumber products for construction and manufacturing.
      • Panels - Offers various panel products, including plywood and oriented strand board (OSB), for building and industrial use.
    NamePositionExternal RolesShort Bio

    Shyam K. Reddy

    ExecutiveBoard

    President and Chief Executive Officer

    None

    Shyam K. Reddy joined BXC in June 2015 and has held multiple leadership roles, becoming CEO in March 2023. He has a background in legal, administrative, and operational functions.

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    Kimberly A. DeBrock

    Executive

    VP, Chief Accounting Officer, Interim Principal Financial Officer

    None

    Kimberly DeBrock joined BXC in July 2023 as a consultant and became Chief Accounting Officer in September 2023. She was appointed Interim Principal Financial Officer in January 2025.

    Anuj Dhanda

    Board

    Director

    EVP & Chief Technology and Transformation Officer at Albertsons Companies, Inc.

    Anuj Dhanda joined the Board in May 2023. He has expertise in digital transformation, cybersecurity, and system modernization, with prior leadership roles at Giant Eagle and PNC Financial Services.

    Carol B. Yancey

    Board

    Director

    Director at Oxford Industries, Inc.

    Carol B. Yancey joined the Board in February 2021. She is the former CFO of Genuine Parts Company and brings expertise in financial reporting, internal controls, and the distribution industry.

    Dominic DiNapoli

    Board

    Director

    None

    Dominic DiNapoli has been a Director since May 2016. He has extensive experience in financial management and corporate restructuring, including leadership roles at FTI Consulting and PricewaterhouseCoopers.

    J. David Smith

    Board

    Director

    Director at GMS Inc.

    J. David Smith has been a Director since May 2017. He has extensive experience in metals and building products industries, with prior leadership roles at Nortek and Commercial Metals Company.

    Keith A. Haas

    Board

    Director

    CEO of Foley Products Company LLC, Non-Executive Director at Northwest Hardwoods, Inc.

    Keith A. Haas joined the Board in August 2022. He has over 25 years of operational leadership experience in the building products industry, including executive roles at CRH plc.

    Kim S. Fennebresque

    Board

    Non-Executive Chairman of the Board

    Ally Financial Inc. (Board Member), Albertsons Companies, Inc. (Board Member), BAWAG Group AG (Board Member)

    Kim S. Fennebresque has been a Director since May 2013 and Chairman since May 2016. He has extensive experience in finance and corporate governance, including leadership roles at Cowen Group and UBS.

    Marietta Edmunds Zakas

    Board

    Director

    President & CEO of Mueller Water Products

    Marietta Edmunds Zakas joined the Board in August 2022. She has extensive experience in finance, strategy, and corporate development, with leadership roles at Mueller Water Products and Genuine Parts Company.

    Mitchell B. Lewis

    Board

    Director

    Director at GMS Inc., Director at Meteor Education

    Mitchell B. Lewis served as BXC's CEO from 2014 to 2021 and has been a Director since January 2014. He has extensive experience in the building products industry and corporate governance.

    1. Given the ongoing uncertainty around potential tariffs on Canadian lumber, how is BlueLinx adjusting its procurement strategy to mitigate risks, and what specific actions are you taking to manage inventory levels and pricing to protect margins if tariffs are implemented?
    2. With the launch of your digital transformation initiatives, including the new e-commerce platform and transportation management system, can you provide more details on the expected timing and measurable benefits of these investments, and how you'll ensure they drive the productivity improvements and margin enhancements you anticipate?
    3. As specialty product pricing remains volatile and market uncertainties persist, what are the biggest downside risks to your specialty margins, and how is the competitive landscape influencing your pricing strategies to maintain margin stability?
    4. Regarding your new greenfield operations like the Portland facility, can you elaborate on the challenges you're facing in building out vendor commitments and product lineups, and how these might impact your ability to reach the projected sales and EBITDA targets within your anticipated time frames?
    5. In light of the soft repair and remodel market due to low existing home sales, how confident are you that your focus on national accounts and channel strategies can offset broader market weaknesses, and what evidence do you have that these initiatives will deliver the growth you're anticipating despite the challenging environment?
    Program DetailsProgram 1Program 2
    Approval DateAugust 23, 2021 October 31, 2023
    End Date/DurationExhausted by October 2023 Ongoing as of December 28, 2024
    Total Additional Amount$100 million $100 million
    Remaining Amount$0 $46.5 million as of December 28, 2024
    DetailsFully utilized Active, with $46.5 million remaining

    Competitors mentioned in the company's latest 10K filing.

    CompanyDescription

    One of the largest competitors in the U.S. building products distribution market, which is highly fragmented and competitive. This competitor operates in most major markets served by the company and competes on factors such as breadth of product offering, consistent availability, price, quality, reputation, service, and distribution facility location.

    A significant competitor in the building products distribution market, which is served by national, multi-regional, and local distributors. This competitor is part of a larger company and may have access to greater financial and other resources.

    Specialty Building Products

    Another major competitor in the building products distribution market, operating in key markets and competing on product availability, price, quality, and service.