BMC’s Q2 Sales Drop 5.2% Year Over Year

Sales decreased 5.2% in the second quarter, while net income fell nearly $5 million for the dealer.

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BMC Stock Holdings suffered a similar fate. The company—which ranked No. 5 on the 2019 ProSales 100 list with overall 2018 revenue of $3.68 billion—saw net sales decrease in Q2 2019 compared to the same period last year, largely due to lower commodity prices, according to the dealer. Second quarter sales were $946.4 million, a 5.2% decrease from its sales in the same period in 2018.
BMC estimates that its net sales decreased 8.9% due to lower commodity prices in the lumber and lumber sheet goods and structural components products categories and fell 1.1% from the sale of its Coleman Floor business in November 2018. The decreases were partially offset by a 2.8% increase in sales from the acquisitions of Barefoot and Co. and Locust Lumber and a 2.0% boost from organic growth. Net sales to single-family homebuilders declined 6.3% YOY and net sales to remodelers fell 6.6% YOY, while net sales to multifamily and commercial contractors rose 3.1% YOY.
The Raleigh, N.C.–based dealer saw net income decline $4.7 million YOY to $35.7 million in the second quarter.
“Our investments in innovation, productivity, talent development, and tuck-in acquisitions are helping us gain share in our value-added categories, enhance our footprint and customer mix in our local markets, and drive a culture of continuous improvement,” said BMC CEO and president Dave Flitman in a public statement. “Importantly, during the quarter, these efforts enabled us to deliver organic growth in our value-added product categories, including 4.5% organic net sales growth in structural components before deflation and 5.3% organic net sales growth in millwork, doors, and windows, both of which solidly outpaced the underlying trends in single-family starts.”
BMC’s gross profit in the second quarter increased 2.6% YOY to $245.8 million and gross profits as a percentage of sales rose 2.0% YOY to 26.0%. BMC said the overall gross margin represents a 3.2% YOY improvement in gross margin in the lumber and lumber sheet goods category and a 3.0% improvement within structural components.
Adjusted EBITDA for BMC decreased 7.0% to $73.3 million, compared to $78.8 million in the second quarter of 2018. Adjusted EBITDA as a percentage of net sales decreased 20 basis points YOY to 7.7%.
The dealer, ranked 5th on the 2019 ProSales 100, has a footprint that serves 45 metro markets in 19 states. Earlier this week, BMC acquired Kingston Lumber, enhancing its value-added offerings and footprint in the Seattle, Wash., market. Kingston Lumber generated net sales of $24 million for the 2018 calendar year.

About the Author

Vincent Salandro

Vincent Salandro is an associate editor for Builder. He covers products for the Journal of Light Construction and also has stories appearing in other Zonda publications. He earned a B.A. in journalism and a B.S. in economics from American University.

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