Homebuilders and Building Products: Monthly building products spending snapshot: April trends mixed YoY

Research evidence excerpt

Homebuilders and Building Products: Monthly building products spending snapshot: April trends mixed YoY

Accessible version

Homebuilders and Building Products

Monthly building products spending

snapshot: April trends mixed YoY

Industry Overview

Overall card spending was up 4.8% in April 12 May 2026

Total card spending per HH, as measured by BAC aggregated credit and debit cards, was Equity

up 4.8% y/y in April. On a m/m SA basis, BAC card spending per HH increased by 0.6%. See United States

the BofA on USA report for methodology, limitations, and disclaimers related to BAC card Homebuilders and Building Products

data.

Home improvement declined slightly in April

April spending at home improvement retailers (a proxy for DIY spending) decreased (1%)

YoY (+14% from April 2019) vs. up 1% YoY in March. April spending on housing-related

services (a proxy for pro contractor spending) increased 4% YoY (+59% from April 2019)

vs. up 7% YoY in March.

Rafe Jadrosich

5 of 9 building product categories rose YoY in April ResearchBofAS Analyst

Carpentry contractors, general contractors, landscaping/horticultural services, concrete +1 646 855 5815 rafe.jadrosich@bofa.com

work contractors, and HVAC contractors all increased YoY in April. Roofing sales continue

Victoria Piskarev

to decline significantly against strong growth last year due to favorable storm demand in Research Analyst

late 2024 and early 2025. Lumber, floor covering stores and appliances also declined YoY BofAS +1 646 855 0657

in April. victoria.piskarev@bofa.com

Exhibit 1: In April, home improvement & housing-related services trends were mixed YoY ShaunResearchCalnan,AnalystCFA

BAC aggregated credit and debit card data spend over home improvement and services categories BofAS

+1 646 855 1362

Monthly YoY Spending Oct. Nov.