The Build Podcast tackles a very timely and top-of-mind topic: tariffs. This episode dives deep into the current (as of April 28, 2025) and forecasted state of the U.S. housing and remodeling industry, with a spotlight on tariffs, economic uncertainty, and demographic trends. Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don’t directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands, highlighting the rise of private labels and the shifting loyalty to names like Kohler and Moen.

They explore how an aging, wealthier homeowner demographic is driving demand for higher-quality, longer-lasting products—especially in remodeling. They also emphasize a growing labor shortage, suggesting that skilled contractors will become more valuable, with fewer available by 2030.

Zonda’s Matt & Todd unpack the revolution in supply chains: contractors are increasingly purchasing materials via e-commerce and direct-from-manufacturer channels. Digital fluency has become an essential in building materials sourcing and distribution.

Thank you to episode sponsors Huber & Midea. Learn more at huberwood.com & midea.com.

Resources:

• ZondaHome.com

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