Pool Corporation (POOL)

Pool Corp.'s stock has been impacted by shifts in demand and economic conditions. In June 2024, the company revised its 2024 earnings guidance due to slower demand, anticipating declines in new pool construction and remodel activity, leading to analyst revisions and a stock decline in the first half of 2024. In July 2024, the stock jumped following better-than-expected Q2 results, driven by steady demand for pool maintenance products and higher supply prices, leading to raised full-year earnings guidance. In October 2025, Pool Corp. reported a 1% increase in net sales for Q3 2025, driven by sustained customer demand and improved sales in building materials, while confirming its annual earnings guidance range for 2025.

Demand for Pool Corp.'s products and services is significantly seasonal, aligning with the swimming pool season, with the second quarter traditionally being the peak. While recurring pool maintenance and repair demand remains solid, discretionary spending on new pool construction and renovations is more susceptible to macroeconomic conditions. The installed base of pools continues to grow, creating ongoing demand for maintenance supplies, which constitutes a significant portion of Pool Corp.'s revenue.

Pool Corporation (POOLCORP) is the world's largest wholesale distributor of swimming pool supplies, equipment, and related outdoor living products. The company's product portfolio includes non-discretionary pool maintenance items, discretionary products, packaged pool kits, whole goods, irrigation and landscape products, power equipment, and specialty items. In 2023, maintenance and minor repair products accounted for 62% of its revenue, pool renovations for 24%, and new pool construction for 14%. The company operates through various distribution networks.

POOLCORP has a significant international presence, operating 439 sales centers across North America, Europe, and Australia. Over half of its revenue is generated from key markets in California, Texas, Florida, and Arizona. The company's strategic placement of sales centers aims to provide convenience to its customers.

There are no readily identifiable significant negative events or controversies that have specifically impacted Pool Corp.'s brand reputation. The company's public communications and investor reports primarily focus on financial performance, market trends, and operational strategies, which generally reflect a stable business image. Pool Corp. emphasizes its commitment to providing exceptional value to customers and suppliers, expanding opportunities for employees, increasing returns for stakeholders, and focusing on sustainability.

Institutional investors hold a significant portion of Pool Corp.'s stock, owning 98.99% of the company's shares. Notable institutional investors include Kayne Anderson Rudnick Investment Management LLC, JPMorgan Chase & Co., and Wellington Management Group LLP, all of whom increased their positions in Pool Corp. during the first quarter of 2025. Sage Mountain Advisors LLC also acquired a new stake in the company in the second quarter of 2025. Berkshire Hathaway holds a 1% ownership stake in Pool Corporation.