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PulteGroup, Inc.

PHMintermediary

PulteGroup is one of America's largest homebuilders, building homes under three distinct brands — Pulte Homes, Del Webb, and Centex — targeting different buyer segments from first-time to active adult.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($16.5B)

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Northeast (12%)
Southeast (28%)
Florida (22%)
Midwest (12%)
West (26%)

Segment Breakdown & Key Customers

Product Details

Pulte Homes40%

Move-up single-family homes for growing families

Del Webb35%

Active adult (55+) communities and homes

Centex20%

Entry-level and first-time buyer homes

Financial Services5%

Mortgage and title operations through Pulte Mortgage

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Atlanta, Georgia, USA

Founded

1950

Employees

7,800

Sector Overview소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터