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Beacon (BECN) on Expansion Spree, Unviels Greenfield Branches

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Beacon Roofing Supply, Inc. (BECN - Free Report) has unveiled greenfield locations in Durham, NC and La Vergne, TN, in line with its Ambition 2025 investment strategy.

The recent move will expand services to customers in the high growth Raleigh-Durham market. Also, the La Vergne, TN branch, which is located in the Nashville metro area, will serve lumberyard, building supply and home center customers, specifically in the rural markets. Notably, BECN has opened 15 greenfield branches this year.

Shares of Beacon — the largest distributor of residential and non-residential roofing materials in the United States and Canada — have outperformed the industry in the past year. Let’s see what’s driving the stock.

Zacks Investment Research
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Strategic Efforts: a Boon

Beacon has undertaken several strategic initiatives to drive its long-term ambition of growing and enhancing the customer experience, expanding the top line and margin and boosting value for customers, suppliers, employees and shareholders.

In February 2022, the company unveiled the Ambition 2025 targets, which emphasize its winning culture, operational excellence, above-market growth trajectory and accelerated stockholder value creation. It projects net sales of $9 billion at a CAGR of 8%, adjusted EBITDA of $1 billion at a CAGR of 10%, significant cash flow generation, net leverage of 2.5 times targeted 2025 adjusted EBITDA (resulting in $2.8 billion of investment capacity), and strategic deployment of capital on mergers & acquisitions, growth investments and share repurchases to produce superior returns.

In addition, the company’s board changed its fiscal year-end from Sep 30 to Dec 31 (effective Jan 1, 2022) for the year ending Dec 31, 2022. The change is anticipated to be extremely beneficial since it will promote internal efficiencies and better external comparability.

A solid residential backdrop, exceptional operating cost management and cash flow, a focus on the e-commerce platform, a new OTC (On-Time and Complete) Delivery Network, and a newly designed website will drive growth.

Zacks Rank & Key Picks

Beacon currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Some better-ranked stocks in the Zacks Retail-Wholesale sector are Tecnoglass Inc. (TGLS - Free Report) , Wingstop Inc. (WING - Free Report) and Chuy's Holdings, Inc. .

Tecnoglass currently sports a Zacks Rank #1. Shares of the company have gained 21.6% in the past year.

The Zacks Consensus Estimate for TGLS’ 2023 sales and EPS suggests growth of 11.2% and 9%, respectively, from the year-ago period’s levels.

Wingstop carries a Zacks Rank #2 (Buy). WING has a long-term earnings growth rate of 12%. Shares of WING have decreased 11.1% in the past year.

The Zacks Consensus Estimate for Wingstop’s 2023 sales and EPS suggests growth of 18.3% and 16.1%, respectively, from the comparable year-ago period’s levels.

Chuy’s Holdings currently carries a Zacks Rank #2. CHUY has a trailing four-quarter earnings surprise of 18.6%, on average. Shares of CHUY have declined 1.1% in the past year.

The Zacks Consensus Estimate for Chuy’s Holdings 2023 sales and EPS suggests growth of 8.6% and 10.4%, respectively, from the corresponding year-ago period’s levels.


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