BuildDirect on North American Flooring, Serial Acquisitions and Scaling to 75-100 Locations

Why It Matters

The strategy positions BuildDirect to profit from a renovation‑driven housing market, offering micro‑cap investors a high‑growth, arbitrage opportunity if integration succeeds.

Key Takeaways

• BuildDirect targets aggressive expansion via acquisitions in North American flooring.
• Recent purchases add tile category, boosting high‑margin product mix.
• Focus on pro‑focused, inventory‑rich businesses to stabilize cash flow.
• Integration speed and working‑capital financing are core valuation criteria.
• Goal: 75‑100 locations across North America, leveraging housing‑renovation tailwinds.

Summary

BuildDirect’s CEO Sean Wilson joined the Planet Micro Cap podcast to outline the company’s aggressive growth plan in the North American flooring market, aiming to expand from 13 to 75‑100 stores.

Wilson highlighted a $90 billion total addressable market and detailed recent acquisitions: Yorkshore in Orlando, the Home‑Depot‑focused marketplace Grain, and three Florida locations (Sarasota, Tampa, Fort Myers). The Florida purchases introduced a high‑margin tile category, complementing the existing flooring portfolio.

He emphasized that 65 % of flooring demand stems from residential remodels, making the sector less sensitive to new‑home cycles. Wilson noted the firm’s acquisition criteria—pro‑oriented, inventory‑rich businesses with legacy brand equity—and its financing model that relies heavily on working‑capital tied to inventory.

If BuildDirect can integrate these assets efficiently, it stands to capture a sizable share of the renovation‑driven tailwind and deliver arbitrage‑style returns for micro‑cap investors, though a prolonged housing slowdown could temper growth.

Original Description

In this interview, Shawn Wilson, CEO of BuildDirect (TSX-V: BILD | OTCQB: BDCTF), shares insights into the company's recent acquisitions, growth strategy, and industry outlook, as well as, how the company is working to expand its footprint in North America's flooring market through strategic acquisitions and what investors should watch for in 2026.

Chapters:

00:00 Introduction to BuildDirect

02:49 Recent Acquisitions and Growth Strategy

04:39 Market Challenges and Opportunities

05:21 Criteria for Acquisitions

07:07 Value Catalysts for 2026

BuildDirect will be presenting at the upcoming Planet MicroCap Las Vegas 2026 powered by MicroCapClub. Register to attend here: https://www.meetmax.com/sched/event_130817/conference_home.html

For more information about BuildDirect, please visit: https://www.builddirect.com/

The interview may contain forward looking statements about BuildDirect. See BuildDirect's periodic filings with SEDAR and the Securities and Exchange Commission for more complete information.

About BuildDirect

BuildDirect (TSXV: BILD) (OTCQB: BDCTF) is an expanding omnichannel flooring materials retailer, specializing in Pro Centers, strategic distribution hubs designed to serve professional contractors and trades. The Company is actively scaling its footprint through a combination of organic growth and strategic acquisitions, driving efficiency and market expansion. For more information, visit www.BuildDirect.com.

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.