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: [JHX] James Hardie
Related post: Building materials: Part 1 In the 1967 film The Graduate, a young Dustin Hoffman is pulled aside by a friend of his parents, who offers the restless protagonist a simple piece of advice: “one word: plastics”. This versatile material had by then seeped into every crevice of American industry and was pitched as […]
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