Housing market headwinds intensifying from rates, inflation, and affordability constraints

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Manufactured-housing shipments and organic home volumes weakened at Cavco, Camping World sharply reduced its RV outlook, and Meritage said buyers lacked urgency while cancellations increased. M/I Homes generated record contracts only through materially higher affordability incentives, while IES cut Residential headcount amid weak housing demand and pricing pressure. Backlogs or contract activity offer partial support, but current deliveries, margins and asset values remain under pressure.

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