Homebuilder Website Traffic is Up But Conversions Yet to Follow -- Market Talk

Dow Jones

Oct 09

1242 ET - Homebuilders are getting more visits to their website, suggesting buyer interest is picking up as mortgage rates fall, but they have yet to see that traffic convert into sales, says Oppenheimer analyst Tyler Batory. Organic traffic to builder sites is up 29% year-to-date, according to Homebuilderdata.com, but conversions are down 13%, due to continued affordability challenges. But the strong traffic is a positive indicator for future sales, potentially as soon as next spring, with consumers tending to research for 150 to 200 days before buying. Lennar and KBHome recently said in their earnings calls they are seeing strong traffic but sales have not yet followed. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

October 08, 2025 12:42 ET (16:42 GMT)

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Organic traffic to builder sites is up 29% year-to-date, according to Homebuilderdata.com, but conversions are down 13%, due to continued affordability challenges. But the strong traffic is a positive indicator for future sales, potentially as soon as next spring, with consumers tending to research for 150 to 200 days before buying. Lennar and KBHome recently said in their earnings calls they are seeing strong traffic but sales have not yet followed. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 08, 2025 12:42 ET (16:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Homebuilder Website Traffic is Up But Conversions Yet to Follow -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHomebuilder Website Traffic is Up But Conversions Yet to Follow -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-09 00:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1242 ET - Homebuilders are getting more visits to their website, suggesting buyer interest is picking up as mortgage rates fall, but they have yet to see that traffic convert into sales, says Oppenheimer analyst Tyler Batory. Organic traffic to builder sites is up 29% year-to-date, according to Homebuilderdata.com, but conversions are down 13%, due to continued affordability challenges. But the strong traffic is a positive indicator for future sales, potentially as soon as next spring, with consumers tending to research for 150 to 200 days before buying. Lennar and KBHome recently said in their earnings calls they are seeing strong traffic but sales have not yet followed. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 08, 2025 12:42 ET (16:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0314104364.USD","symbol_name":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2574973878","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2574973878","pubTimestamp":1759941720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2025 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","KBH":"KB Home","BK4596":"哈里斯概念","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4088":"住宅建筑","BK4588":"碎股","BK4585":"ETF&股票定投概念","LEN":"莱纳建筑公司"},"translate_title":"住宅建筑商网站流量有所增加，但转化率尚未跟进——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KBH":0.9,"LEN":0.9},"content_text":"1242 ET - Homebuilders are getting more visits to their website, suggesting buyer interest is picking up as mortgage rates fall, but they have yet to see that traffic convert into sales, says Oppenheimer analyst Tyler Batory. Organic traffic to builder sites is up 29% year-to-date, according to Homebuilderdata.com, but conversions are down 13%, due to continued affordability challenges. But the strong traffic is a positive indicator for future sales, potentially as soon as next spring, with consumers tending to research for 150 to 200 days before buying. Lennar and KBHome recently said in their earnings calls they are seeing strong traffic but sales have not yet followed. (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 08, 2025 12:42 ET (16:42 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}