Tracy Alloway
๐ค SpeakerAppearances Over Time
Podcast Appearances
Didn't create any roof damage.
So the external conditions haven't been great.
Now, that said, I don't care because I'm not building a business for one year or two years or three years like I did in my previous companies.
I'm building...
a strong, durable, iconic company that's going to be around for decades.
And that's what I think.
We're always thinking about long-term.
We're thinking five, 10 years.
We're not thinking about a quarter or the year.
If we have a choice on a decision for capital allocation or M&A or investments, we barely think about how's it going to affect this quarter, this year.
It's really how's it going to affect the long-term.
Were you impacted by the tariffs at all?
Did that complicate the existing business?
Not too much because in roofing, which is what we've been up until Kodiak and our top build,
Almost all of it is manufactured in the United States, sold in the United States, or manufactured in Canada or sold in Canada.
And we really don't have business overseas.
So the tariffs didn't really affect us.
Now, it might have affected demand destruction overall.
It might have affected how much construction was happening.