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Recent Articles

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US retailers, including Target, Walmart, Home Depot and Lowe's, struggle to calibrate inventory levels; unexpected spending shift towards experiences instead of goods led to high inventory of kitchen appliances, TVs and outdoor furniture, says Target CEO

CIBC Chopping Block (June 2): Lumber prices in full retreat, with W. SPF in cash market down over US$100/mbf week-over-week to US$600-US$650/mbf range; SYP in South down US$50-US$100/mbf to US$600-US$650/mbf amid reports of soft demand from big-box stores

Motley Fool: Crashing lumber prices is more likely a positive than negative for Home Depot, spurring more demand and inducing consumers to take on more home improvement projects; Home Depot CEO expects lower lumber prices to provide lift in Q2

RBC highlights wood products news for the week (May 23): Lumber and OSB prices decrease; Rayonier raises quarterly dividend by 5.6%; Interfor sells Avalon Dryland Log Sort assets to Mirax; Home Depot sees significant tailwinds for housing and R&R spending

Bank of America data show rising millennial homeownership, suggesting potential for lots of DIY projects in coming months, which could be favorable for Home Depot, Lowe’s; survey finds 80% of millennials prefer older homes in need of work to save money

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