On "HARDI Distributors' Sales Down Nearly 5% in May"

A 5% drop right when the season should turn hot is bad news, and the "it's not as bad as it looks" qualifier just highlights how thin margins are getting for distributors passing those squeezes down the line. If you're a contractor, this signals inventory tightness and pricing pressure heading into summer—stock up now if you can, and don't expect easy supply or favorable terms. Distributors aren't cheerful about these numbers no matter how the analyst frames them.