Homebuilders and Building Products: June data deep dive: pool spending and channel trends

研报英文原文证据摘录

Homebuilders and Building Products: June data deep dive: pool spending and channel trends

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Homebuilders and Building Products

June data deep dive: pool spending and

channel trends

Industry Overview

Pool spending increased 1.4% YoY in June 10 July 2026

For the month of June, spending at pool supplies merchants increased 1.4% YoY, per Equity

BAC aggregated credit and debit card spending data (BAC card data). On a MoM basis, United States

spending increased 0.2% in June, which was better than normal seasonality. In 2Q26, Homebuilders and Building Products

BAC card spending data on pool supplies increased 0.5% YoY (compared to +3.5% YoY in

1Q26) and seasonally increased 70% QoQ. See the latest BofA on USA note for

methodology, limitations, disclaimers related to BAC aggregated card and debit data.

Exhibit 1: June 2026 spending on pool supplies increased 1.4% YoY compared to -1.3% YoY in

May 2026

YoY monthly BAC aggregated credit and debit card data for pool supplies

Shaun Calnan, CFA

20% Research Analyst

BofAS

+1 646 855 1362

10% shaun.calnan@bofa.com

Rafe Jadrosich

0% Research Analyst

+1 646 855 5815

-10% rafe.jadrosich@bofa.com

Victoria Piskarev

Research Analyst

-20% BofAS

Jun-21 Jun-22 Jun-23 Jun-24 Jun-25 Jun-26 +1 646 855 0657

victoria.piskarev@bofa.com

Source: BAC internal data

Note: Due to a shift in several retailers’ merchant category codes (MCC) into the pool supplies category, additional retailers are included

in our data beginning in March 2019, therefore all MoM and YoY prior to March 2020 exclude these additional retailers. All MoM and

YoY changes post Feb 2020 include these additional retailers. HAYW: Hayward Holdings

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