NYSE:LENConsumer Durables
Is Lennar’s Aggressive New‑Home Price Cutting Amid Affordability Crunch Altering The Investment Case For Lennar (LEN)?
Recently, Lennar's CEO highlighted that homebuilders have been cutting new-home prices more aggressively than individual sellers as the US housing market remains mired in an affordability crisis, with nearly one-fifth of new listings seeing price reductions in late 2025.
This shift toward a buyer's market not only pressures builders' pricing power but also signals how far companies like Lennar are willing to adjust to keep sales volumes moving.
We'll now examine how Lennar's aggressive...