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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($10.5B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pesaing

D.R. Horton, Inc.

New home construction

Dampak: different segment — DHI is entry-level

Lennar Corporation

New home construction

Dampak: different mix — LEN more diversified

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

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%

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Fort Washington, PA

Didirikan

1967

Karyawan

5,500

Gambaran umum sektor — 소비재 (경기민감)

Berita sektor

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%

Tema utama

  • •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

Katalis mendatang

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