In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in siding and Trex in composite decking, are protected by significant moats in the form of trusted relationships they’ve secured downstream with dealers and contractors, as well as the brand equity they’ve cultivated with homeowners: Homeowner mindshare is a relevant consideration. […]
Category Archives: [AZEK] Azek
Related posts: Building materials: part 1 Building materials: part 2a (LPX, JHX) Next month, I’ll conclude this series with a post (or two) on Builder’s FirstSource and Atlas Engineered Products. I actually meant to publish on those companies today, but a discussion of branded manufacturers felt incomplete without a dissection of Trex. Trex’s origin dates […]
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