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Toll Brothers, Inc.

TOLleader

Toll Brothers is the nation's leading luxury homebuilder, building homes averaging ~$950,000 ASP for affluent move-up buyers. Unlike affordable homebuilders, Toll caters to buyers less sensitive to mortgage rate increases.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($10.5B)

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Home Sales (95%)
Land Sales & Other (5%)

Segment Breakdown & Key Customers

Product Details

Luxury Single-Family Homes85%

Move-up and luxury new homes averaging $950K+ per home in suburban markets. Highest ASP among major US homebuilders.

City Living (Urban Condos)10%

High-rise condominiums in urban markets (NYC, Hoboken, Philadelphia).

Apartment/Rental Development5%

Toll Brothers Apartment Living luxury rental communities.

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

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AI Analysis

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Company Info

Headquarters

Fort Washington, PA

Founded

1967

Employees

5,500

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